Plantation Counters, Which is your first pick?
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 Jan 10 2014, 10:43 AM
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#1
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... 
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QUOTE(topearn @ Jan 9 2014, 08:09 PM) Very expensive stock at RM25.80... based on latest qterly EPS of 18.76 (= RM0.75), giving PER of 34.4...IMO on the high side, also NAS is 10.43, meaning current price is nearly 2.5X NAS. IMO, the share is over-priced. Ya the PER is crazy although he company is cash rich... there are many more reasonably priced plantation with even better performance. |
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Apr 18 2014, 10:56 AM
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#2
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(river.sand @ Apr 18 2014, 08:42 AM) eh... he (Bursa Dummy) says in the 3rd posts: I have FR, CBIP and TSH... and BWPT on IDX'In conclusion, First Resources, Bumitama & TSH Resources are all good.' gark What is your pick? Another thing is: If CPO price goes up, will the buyers look for alternatives? Not likely, CPO is the cheapest edible oil there is, there are no cheaper alternative. CPO price usually follow soybean oil price and trade at at a discount. This is the biggest moat for CPO, and with land in indonesia fast running out, the with the biggest landbank wins in the end. The article is not meant for you to just scroll down and read the conclusion., you will learn nothing from it. It is meant to educate you on how to select plantations and that is invalueable when you analyze other or new plantations. Ignore the conclusion given by the author, make your own.... This post has been edited by gark: Apr 18 2014, 11:01 AM |
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Apr 25 2014, 10:16 AM
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#3
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(river.sand @ Apr 25 2014, 08:48 AM) Not really.. this means the price will be up but harvest will be severely down. So not really a good news. |
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