All Comments on HSPLANT Reload

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Nw. JFF
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hot money flow in... Beware
Nw. JFF
It's 4.2k nw
Like · 2 weeks · translate
chong desmond
ringgit weak so export earning will increase also.
Like · 3 days · translate
open defecation
1 Like · Reply
Most palm oil counter near or at least 80% 5 years high. only this hspant is 40% of 5 years high. big sell
open defecation
I think next week will announce 2nd interim dividend of 3-5 cents. It will be on low side
Like · 1 month · translate
Wong Fook San
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Palm price going up. Now Hsplt should also be going up. If not, will buy more.
Nw. JFF
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anygood news?
open defecation
Will pull back
Like · 1 month · translate
open defecation
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I think got at least 5 cents dividend to be announced before this month end
Hong Chew Eu
3 Like · Reply
I just received my Independent Advice Circular on the mandatory takeover offer for Boustead Plantation.

The thing that stood out was that the Revised Asset Value of Boustead Plantation was estimated at RM 2.60 per share. Contrast this with its Book Value of RM 1.29 per share. You can see that the Revised Asset Value is double the Book Value

Going by this metric, can you take the Book Value of all the Bursa Plantation companies as the floor value? https://www.youtube.com/watch?v=9KhboTCMdEg
Or at least this applies only to those with large plantation land in Malaysia rather than in other countries.

By this measure would Hap Seng Plantations with its share price of RM 1.75 per share be cheap given its Book Value of RM 2.41 per share?

Having said that, Asset Value provides psychological comfort as companies are not going to sell their assets and return the monies to shareholders. Instead, even the ones with incompetent management will try to run the business (and of course in the process destroy shareholders value).

Furthermore, shareholders cannot depend on luck by hoping that the company will be acquired by another.
Moral of story? I still prefer to rely on Earnings base valuation
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Ubaidah At-Tasiki
how do you do earnings base valuation
Like · 3 months · translate
Hong Chew Eu
I used the discounted free cash flow to the firm method. This requires projecting the earnings. If you want to know more visit my blog at i4value.asia
1 Like · 3 months · translate
The 20pc
1 Like · Reply
印尼有可能爆发所谓的mysterious pneumonia,感觉疫情又开始严重起来了
Lee Desmond
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母公司跌到吓死人…这家种植公司派息率是在税前利润的60%对吗?
Nw. JFF
这次9月应该会派比三月多
Like · 10 months · translate
Lee Desmond
对对,不好意思写错了。哈哈哈哈
Like · 10 months · translate
Jackie Boo
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只要Cpo 保持在4000鲜果价格1ton rm740~rm800 就可以了,园主有钱赚股价会慢慢回升的。
The 20pc
1 Like · Reply
CPO price should be already peaked around mid to end April. If there’s any, probably a lower high in beginning to mid of May. Then not much opportunity for plantation.
Ubaidah At-Tasiki
hsplant undervalue with nta 2.4
Like · 10 months · translate