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 Plantation Counters, Which is your first pick?

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SUSapple1188
post Apr 13 2012, 06:01 PM

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QUOTE(river.sand @ Apr 12 2012, 10:26 AM)
Analysis from Hong Leong Investment Bank:
Neutral rating, top picks are Tradewinds and CBIP.
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Did you buy some CBIP?
river.sand
post Apr 14 2012, 10:23 AM

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QUOTE(apple1188 @ Apr 13 2012, 06:01 PM)
Did you buy some CBIP?
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Nope...
nasni
post Apr 15 2012, 01:03 PM

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Did any1 has info on KLK vs IOI, plantation land deal in Sabah? err somewhere last year

was it concluded, if not mistaken IOI paid deposit for the said land, but later decided to rescind the deal & demanding the return of deposit?

was is settled between the two & taken out of court?


pls help icon_question.gif
hmn
post Apr 15 2012, 01:58 PM

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QUOTE(nasni @ Apr 15 2012, 01:03 PM)
Did any1  has info on  KLK vs IOI, plantation land deal in Sabah?  err  somewhere last year

was it concluded, if not mistaken IOI paid deposit for the said land, but later decided to rescind the deal & demanding the return of deposit?

was is settled between the two & taken out of court?
pls help     icon_question.gif
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If it last year can check financial report and guess accordingly, i'm too lazy to check. 😓

This post has been edited by hmn: Apr 15 2012, 02:00 PM
nasni
post Apr 16 2012, 12:18 PM

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QUOTE(hmn @ Apr 15 2012, 01:58 PM)
If it last year can check financial report and guess accordingly, i'm too lazy to check. 😓
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just wanna know the result? instead delve into the financials...
AskChong
post May 22 2012, 05:50 PM

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TSH falls more than 15% in 1 month from peak.

RSI also very low. Results 1QFY12 just release yesterday, profit down 11%.

Can buy now?
cwhong
post May 24 2012, 12:23 AM

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QUOTE(AskChong @ May 22 2012, 05:50 PM)
TSH falls more than 15% in 1 month from peak.

RSI also very low. Results 1QFY12 just release yesterday, profit down 11%.

Can buy now?
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AskChong brows.gif














jk, tsh is growth plantation counter short terms wise won't reflect on the accounts ..... heavy planting needs a lots of capital so divvy wise dun expect too much. so i said this is growth counter ........
Ken
post May 24 2012, 09:26 AM

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plantation has been downgraded for the second half of the year unless CPO increase.


Irresistible
post May 24 2012, 10:23 AM

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QUOTE(Ken @ May 24 2012, 09:26 AM)
plantation has been downgraded for the second half of the year unless CPO increase.
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Boring... Newspaper (so called analyst) highly recommend them as STOCK in 2012 on January ...

U see it now... Price kept drop.. rclxub.gif
foofoosasa
post May 24 2012, 10:42 AM

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QUOTE(Irresistible @ May 24 2012, 10:23 AM)
Boring... Newspaper (so called analyst) highly recommend them as STOCK in 2012 on January ...

U see it now... Price kept drop..  rclxub.gif
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biggrin.gif, All analyst will be rich person if he call any of stocks, the stock perform.
I always read their analysis part but not the recommendation part tongue.gif
Ken
post May 24 2012, 11:30 AM

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QUOTE(Irresistible @ May 24 2012, 10:23 AM)
Boring... Newspaper (so called analyst) highly recommend them as STOCK in 2012 on January ...

U see it now... Price kept drop..  rclxub.gif
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analyst also see thing as of today only

example, if cpo as of today is 3.5k, they sure will upgrade it to buy




Irresistible
post May 26 2012, 10:04 AM

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QUOTE(Ken @ May 24 2012, 11:30 AM)
analyst also see thing as of today only

example, if cpo as of today is 3.5k, they sure will upgrade it to buy
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then, everyone could be an anayst
Ken
post May 29 2012, 12:51 PM

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QUOTE(Irresistible @ May 26 2012, 10:04 AM)
then, everyone could be an anayst
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yes ... we should analyst stock our-self then only us to decide buy or not buy

stock never easy ... people make it easy only by treating it as gambling and apply Hope Analysis ... end up losing everything ...
Irresistible
post May 30 2012, 06:03 AM

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QUOTE(Ken @ May 29 2012, 12:51 PM)
yes ... we should analyst stock our-self then only us to decide buy or not buy

stock never easy ... people make it easy only by treating it as gambling and apply Hope Analysis ... end up losing everything ...
*
Kretam will be giving dividend....

Lets hope the price will push up.
river.sand
post May 30 2012, 09:17 AM

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Analyst report from Hong Leong...

WARNING: take them with a grain of salt tongue.gif


Attached File(s)
Attached File  HLIB___IJMPLNT_2012_05_30.pdf ( 171.41k ) Number of downloads: 29
Attached File  HLIB___GENP_2012_05_30.pdf ( 166.43k ) Number of downloads: 21
Disted AhBeng
post Aug 11 2013, 11:08 PM

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Guys, any comments on PPB (Perlis Plantation Bhd)?
TSpanasonic88
post Aug 12 2013, 03:46 PM

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Good to see UTDPLNT awaken.

From 33 to 26. That's a 26% pullback.
SKY 1809
post Aug 14 2013, 10:53 AM

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Hello Plantation Thread , long time no see......
davinz18
post Aug 19 2013, 05:57 PM

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HAP SENG PLANTATIONS HOLDINGS BERHAD

First Interim dividend of 3 sen per ordinary share of RM1.00 each under the single-tier system

EX-date 30/08/2013
Entitlement date 03/09/2013
Payment date 18/09/2013
davinz18
post Nov 7 2013, 04:40 PM

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Potential winners from Indonesia’s 100k ha plantation rule

Plantation groups that have little exposure in Indonesia are potential winners as the Indonesian government imposes the maximum 100,000 ha rule.

Potential winners are IOI Corp Bhd, Felda Global Ventures Bhd, Genting Plantations Bhd, Sarawak Oil Palms Bhd, TH Plantations Bhd, Ta Ann Holdings Bhd and TSH Resources Bhd.

Potential losers are Sime Darby Bhd, Kuala Lumpur Kepong Bhd, Wilmar International, Astra Agro and London Sumatra. This is because these firms have exceeded the 100,000 ha limit for oil palm plantations and own limited plantable reserves.

“Nonetheless, these players have the opportunity to pursue new planting in Papua and other countries like Papua New Guinea and Africa,”

The limit in Papua (former Irian Jaya), one of the least developed islands in Indonesia, is doubled to 200,000 ha.

Ahead of Indonesia’s 2014 election, the government has limited the size of oil palm estates owned by a plantation groups to 100,000 ha effective Oct 2, 2013.

Yet some believe that the rule could be overturned next year if a new government with a different aspiration comes to power.

there is lack of clarity as to whether plasma estates should be included in the 100,000 ha rule.

Technically, companies merely manage plasma estates on behalf of smallholders or cooperatives and have no legal rights to plasma estates compared to nucleus estates.

If plasma estates are included in the 100,000 ha calculation, a plantation group will only have an effective 80,000 ha of nucleus estates as 20% of new planting will need to be allocated for plasma requirements.

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