1month period from listing date or the fund finish

which ever come first.

This post has been edited by felixmask: Jun 30 2014, 04:09 PM

depend the CPO price.....

apply to other plantation stock too.

This post has been edited by felixmask: Jul 2 2014, 03:46 PM

like that...influence me to sell.before the stablizer end,.

Im still holdin, anyone holding ?


Like trend everyone is dumping....

i thoughe El Nino coming the CPO will increase.....this August,.

This post has been edited by felixmask: Jul 7 2014, 05:41 PM


Attached thumbnail(s)

remind me Astro listing

stabilizing period end...stock drop below IPO.

stock no point hold 1 year..when the CASH can use for other stock that appreciate in short period.

Im not sifu.juz mine 2sen opinion.

1 of plantation stock movement criteria is tandem with the CPO price.

Which ppl forcast el-NinO in early of August.

If look at weather patten with typoon hitting phillipine, now at southern china and northern vietnam. El Nino not materilze for this short time been 1-3 month.

Im not weather expert....but im holding fate on el nino to bring draught and cause CPO to go up.

This post has been edited by felixmask: Jul 22 2014, 12:01 PM

1)CPO freshness aka quality is lesser time go to mill to process. el nino indirect will effect fruits quality during transporting before reaching the mill.

2) el nino strike those palm oil will produce less fruit.


el nino is one of general plantation movement becoz of CPO price.

there other factore to consider a plantation stock: FFB per hectar, and age of palm oil, and the size of the landbank expansion. Also soya bean price movement also has indirectly effect the CPO price.

it best you read each individual plantation annual report.

You can wait the IB research analysis. the stock already fly high.

or you can do ownself before the market( shark and ikan bilis) push the stock up.

Do come read and sharing here. I learn from sifu here.

My knowledge until general infor ..come to detail to calculation is uncle Gark.

Miss Unle Gark

This post has been edited by felixmask: Jul 22 2014, 01:07 PM

Disclamier ....mine suggestion not reponsible when someone buying this stock or plantation stock.

yes i own..this stock.

im lousy man..can bring ppl to HOLLAND

http://klse.i3investor.com/blogs/kltrader/57127.jsp


Initiate with a BUY with a SOP-TP of MYR2.16; +37% upside.

Boustead Plantations (BPLANT) trades at approximately half its RNAV of MYR3.08/sh; it is deep in value.

~60k ha estates are for free as current share price merely reflects the value of ~11k ha with development potential.

A pure Malaysian upstream plantation player

BPLANT is one of largest listed oil palm planters in Malaysia with ~71k ha of oil palm planted area spread across Peninsular Malaysia (38%), Sabah (37%) and Sarawak (25%). Operationally, it has an average tree age profile of ~14-years old and its estate performance (ex-Sarawak) is on par with national average.

MYR2.96b value for land with development potential

Due to its long history, BPLANT has ~11k ha of strategic estates located in Selangor, Johor, Penang, Kedah and Perak that are ripe for property development. By our estimate, these lands have a market value of MYR2.96b, which exceeds BPLANT’s market cap of ~MYR2.5b. Investors are getting its plantation estates for free.

32% CAGR in 2013-16 net profit

BPLANT plans to increase its planted area by 20k ha (+28%) in 5 years, backed by its estimated low net gearing of ~11% post listing. Even without new acquisitions or estate divestments, we estimate that BPLANT will enjoy 32% core net profit CAGR over 2013-16.

Initiate with BUY, SOP-TP of MYR2.16

BPLANT currently trades at an attractive EV per planted ha of ~MYR41k even without adjusting for its property development potential. We estimate BPLANT’s RNAV at MYR3.08/sh but peg our TP at MYR2.16/sh by attaching a 50% discount to its land value. Our MYR2.16/sh TP implies a 2015 PER target of 23.1x.

what BAD news???

nope