all indo mie

Vaps is not as convenient as cigarette.. The main impact is levies from government..

Plantation really is beyond me...really rely purely on ANALyst reports to study

Small money only.

IDX more exciting than KLSE mah..

Why beyond you? Actually very easy only mah...

For growth

1. Average palm oil age
2. Unplanted landbank

For Income

1. FFB Yield (Ton FFB/ha)
2. OER (Oil Extraction rate) (% Oil recovered form each ton of FFB)
3. EV / ha planted


That's it.

And its really simple, plantation cost are more or less fixed, so every RM 100 up in oil price = additional RM 100 in profit per ton CPO produced.

RHB Report Link.

This post has been edited by gark: Mar 31 2016, 10:33 AM

Soybean price
MYR
RSPO
Palm oil tax
Other regulations
El nino
China's slow down

Need free lectures from master gark

I only know earnings growth and divvy yield

On a very basic level, I like UP (for divvy yield) and United Malacca (for potential)

CPO price tracks soybean.. so just having info on CPO price is good enough.

I like UP.. very good and professional company.. but the P/E..

UM.. is like kici miow plantation..

This post has been edited by gark: Mar 31 2016, 11:06 AM

People sometimes tend to research too many things and miss the big picture

This post has been edited by foofoosasa: Mar 31 2016, 11:19 AM

But expanding into Indomie wor
Indomie have young tree profile

Ya meh.. I only saw they have peninsular and east MY plantation.

How many Ha in Indon, and location? Then I can give recommendation.

http://klse.i3investor.com/files/my/ptres/res35257.pdf

http://klse.i3investor.com/files/my/ptres/res35257.pdf

http://www.theedgemarkets.com/my/article/u...-boost-earnings

UM acquired 83% of PT Lifere Agro Kapuas (Central Kalimantan), for 66.4 Mil USD, EV/Ha = $4750 per ha, $8,000 per planted Ha. This moderate price, not cheap but not expensive.

Total ha = 24,585 (17k plantable), with 10K already planted average age 3.5 years, 4 ha already mature. Another 1.5-2.5 years to full maturity.

Not too bad, should be able to boost UMCC profits by 20%-30% in 1-2 years time and 40%-60% by 4-5 years when fully planted.

But most of the future growth is already priced in as it's current PE is quite high...

This post has been edited by gark: Mar 31 2016, 11:40 AM

sidetrack abit.
Does it mean those who bought PARKSON-CO will be crying on maturity date if they plan to convert to mother share?

So...no go again?

UP lagi teruk la...P/E tahap dewa for Plantations sector, macam Nestle

My Ta Ann need to trim a bit or add a bit, else will end up with odd lot when the Bonus Issue comes

Not to say no... currently is fairly valued, not undervalue.

But then again hor, not much plantation is undervalued.

Maybe you want to analyze my old timer stock, CBIP.. huge unplanted lanbank in Indon (2018 only start fruiting.. ).. and a sustainable engineering business.

This post has been edited by gark: Mar 31 2016, 11:49 AM

Ya.. that day I did not know one of my stock got BI, then suddenly i got odd lot of 25 shares.

CO is call warrant? If call warrant cannot convert to mother shares.. cash settlement.