If you look properly every @%%#$@ 'kau si lap sap' also rally this month....

This post has been edited by gark: Apr 8 2013, 03:42 PM

I am still keeping mine 4c divvy next month. Yours you think yourself...

Consumer no more fashion now.. yuo see the main consumer stock all laggard one...

Ya lar except that one lar.. free from your curse liao mah...

Stock market slow down already.....

TDM announced 22 cents tax free dividend...

Fly birdie fly.... finally free from someone's curse.....

This post has been edited by gark: Apr 9 2013, 04:28 PM

Adoi... what is this stupid TDM trying to do...

Share split 1 share to 5 shares, plus bonus issue of 1 share for every 5 shares....banyaknya shares..

So hold 1 share later get 6 (5+1) shares....

What for ah?

Don't like share split ....

This post has been edited by gark: Apr 9 2013, 07:18 PM

edit...

This post has been edited by gark: Apr 9 2013, 07:23 PM

Actually if they know how to count, its all the same. Price will be revised for the split.

The trick is spotting the dividend and read all the documents.. the 22cent dividend announcement is hidden deep inside the audited annual statement TDM announced yesterday at 3.15 pm.

You open the audited annual statements and see if you can spot it?

P/S A lot of hidden dividend announcement is hidden under Q and annual report....I have found lots of those already. Sometimes these hidden announcement can hide for weeks before the company announce the dividend.

This post has been edited by gark: Apr 10 2013, 09:42 AM

No lar.. not guru lar.. too free nothing to do go read report onli,....

For TDM you need to look beyond the CPO price.

They have 40K land in Kalimantan, of which 12k ha has been planted since 2008. This year they will plant another 6k ha. Their initial 6-8k ha has come to fruitation since mid 2012, hence will start to contribute from 2013 onwards. Even at stagnant CPO prices, they will have increased CPO production of +20% in 2013 from the contribution of their kalimantan plantation. Thier first palm oil mill in Kalimantan is scheduled to be operational in mid 2013. Current terrenganu plantation is not efficient as it has been badly abused by the previous owners, hence CPO yield is low at below 20 tpha with oer of 19%. Plantation in Kalimantan is much more fertile volcanic soil, which can potentially yield 23-25 tpha with oer >23%.

There are 2 new hospitals going to be up which will raise the the number of beds by 50% operational end of 2013. Their healthcare division has been growing at a very good CAGR of 17% since 2004. So far at current share prices, all thier land will only cost RM 25k/ha with free hospitals and palm oil mills thrown in, one of the cheapest in the industry.

This post has been edited by gark: Apr 10 2013, 10:51 AM

I see the FCF from TDM is more or less breakeven as they are investing in the new planting. But it is a net cash company, so no need to worry got no money.

Last time i gave recommendation to buy at RM 8... but i too sold too early...

Yeah those 6575 ha of young trees in 2013 will be 2-5 years old... 3/4 years onwards can already harvest...

Their hospital PBT already contribute >10% of total profits... not so small anymore, in 2014 will contribute at least 15%-20%. In terms of revenue already about 30%, hospital margin is lower than palm oil, currently about 10+%. I have checked the margin with KPJ and it is almost similar, hence TDM's hospital is standing on par with the big brother KPJ... and KPJ selling at PE 20...

Historically TDM announced dividend 35%-45%, this year is the biggest, probably due to large cash reserves on hand (Or Terengganu govt need election funds ). They however guarantee minimum 30% payout no matter what. Good dividend stock if you ask me....

This post has been edited by gark: Apr 10 2013, 11:38 AM

I also looking at golden agri.... but i find first resources better... Both are big plantation owners in Indonesia...

Monday? Apalah EC make outstation people hard to vote...

Ok ok sori sori.. over reaction... Monday prepare elephant/whale/dinosaur gun laio....

This post has been edited by gark: Apr 10 2013, 12:55 PM

5/5/13 = 5+5+1+3 = 14

This post has been edited by gark: Apr 10 2013, 01:00 PM