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15.40   -0.02 (0.13%)  15.40 - 15.40  2,300
194 comment(s). Last comment by Rwkl at Nov 14, 2019 10:48 PM
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sheldon
855 posts

Posted by sheldon > Nov 23, 2017 4:46 PM | Report Abuse

A handsome dividend!


888newbie
180 posts

Posted by 888newbie > Nov 30, 2017 3:28 PM | Report Abuse

yes. very good management. honest and responsible.


sheldon
855 posts

Posted by sheldon > Jan 15, 2018 12:04 PM | Report Abuse

Why DRIP?? Bad move!!


DickyMe
4129 posts

Posted by DickyMe > Jan 29, 2018 10:16 AM | Report Abuse

"Palm oil is a major industry in Southeast Asia. Indonesia and Malaysia employ 3.5 million people to produce 85 per cent of the world’s palm oil with export values exceeding US$40 billion annually."

3.5 million workers but 99% not Malaysians but foreign workers

"With Southeast Asian economies in the balance – especially Indonesia and Malaysia – the fruit producers must address growing concerns about environmental and employee abuses without losing their competitive edge"

Blatant open burning of plantation fields which causes environment pollution, land grabbing which contributes to homelessness and city squatting. and unemployment, when citizens are shoved aside in favour cheap foreign workers.

Toxic greed have met divine intervention and soon palm plantation will follow the fate of rubber.


DickyMe
4129 posts

Posted by DickyMe > Jan 29, 2018 10:24 AM | Report Abuse

"The latest crisis to face the industry’s reputation came this week as European Union lawmakers on Wednesday agreed to draft measures that seek to phase out the use of palm oil as biofuel by 2021. The move sparked fear in smallholders, who account for about 40 per cent of global palm oil production. Hundreds took to the streets in Kuala Lumpur this week to protest against the EU’s changes, saying the decision threatens their livelihoods."

IMPORTANT POINT OF INTEREST

"...draft measures that seek to phase out the use of palm oil as biofuel by 2021. "


sheldon
855 posts

Posted by sheldon > Feb 4, 2018 10:59 PM | Report Abuse

I think the underlying motive is partly money. One research said that they should ban butter because the cows that produce the milk which is churned into butter, collectively has a fart that causes massive increases in greenhouse gases.

Would they take such a drastic step to stop consumption and put a lot of farmers into the poor house? No way!!!


sheldon
855 posts

Posted by sheldon > Feb 7, 2018 5:15 PM | Report Abuse

Anyone going to the AGM?


mf
13397 posts

Posted by mf > Feb 8, 2018 11:16 PM | Report Abuse

No


sheldon
855 posts

Posted by sheldon > Feb 19, 2018 10:52 PM | Report Abuse

I attended the AGM and came out feeling good about the co. According to the chairman, the Europe ban on palm oil in 2021 is only for the diesel content. They would require all members to vote (uncertain as to whether a unanimous or majority consent required).

Any way there's a lot of vested interest at individual country level including Malaysia buying their goods and countries involved in the production of palm diesel. The following report explains the dynamics and reveal some relevant data. Read em..

https://www.transportenvironment.org/sites/te/files/publications/2016_11_Briefing_Palm_oil_use_continues_to_grow.pdf


enigmatic ¯\_(ツ)_/¯
438 posts

Posted by enigmatic ¯\_(ツ)_/¯ > Jul 24, 2018 12:59 AM | Report Abuse

why isn't anyone interested in this stock? price is at its lowest this year. it has been consistently paying dividends too, in fact sometimes more than KLK.


sheldon
855 posts

Posted by sheldon > Aug 15, 2018 3:44 PM | Report Abuse

KLK is trading at 24++.
Batu Kawan, trading at 17++, enjoyed current quarter profits, YTD profits, PE and dividend yield far better than KLK.


sheldon
855 posts

Posted by sheldon > Oct 23, 2018 2:50 PM | Report Abuse

Good to see a lot of share buybacks


sheldon
855 posts

Posted by sheldon > Nov 16, 2018 10:21 AM | Report Abuse

How come no dividend announcement?


sheldon
855 posts

Posted by sheldon > Nov 16, 2018 10:38 AM | Report Abuse

ok - just checked with the Co - dividend announcement in Dec due to changes in cos act


sheldon
855 posts

Posted by sheldon > Nov 16, 2018 11:21 AM | Report Abuse

Looks like shareholders of B Kawan are the strong & silent type. I seem to be the only one raising issues here. I feel like I'm talking to a wall. haha


David
102 posts

Posted by David > Nov 16, 2018 1:02 PM | Report Abuse

*sheldon*, Thanks for checking the dividends with the company. KLK too did not announce the dividends yet.


Cipta
278 posts

Posted by Cipta > Nov 16, 2018 6:25 PM | Report Abuse

treasury share close to 10%, perhaps BOD can consider distribute it as dividen?


sheldon
855 posts

Posted by sheldon > Nov 17, 2018 3:02 PM | Report Abuse

Welcome dnlt.

Cipta - I prefer that the Co cancels the treasury share & go for a capital reduction. Less shares, the better the ROE & EPS.


Cipta
278 posts

Posted by Cipta > Nov 17, 2018 9:26 PM | Report Abuse

canceling treasury share may not push up the share price since liquidity becomes lower.
Cancelling treasury share won't create cash to co and shareholders. But distribute it to shareholders will create cash flow to small holders like me. If BKawan distribute 1 treasure for 10 shares, it will be a fat dividends to me. :)


sheldon
855 posts

Posted by sheldon > Nov 17, 2018 10:44 PM | Report Abuse

Distribution of treasury shares = bonus shares - it just cuts the cake into smaller pieces. Hence there'll be a drop in share price. Even dividends per share will be much smaller because there'll be too many shares to pay feed dividends.

Share price trades at a relatively fixed multiple to it's earnings. EPS will be diluted and share price will also fall on that basis.

B. Kawan shares after all the painstaking accumulation over the years will be wasted if redistributed.


Cipta
278 posts

Posted by Cipta > Nov 19, 2018 9:57 AM | Report Abuse

distribution of treasury share is not bonus issue. The total of share issued is not increase nor diluted EPS.


sheldon
855 posts

Posted by sheldon > Nov 19, 2018 4:50 PM | Report Abuse

Actually the effect is like a bonus issue because what was once taken out of circulation is re-issued back to shareholders. The resultant earnings diluted because it is divided by a wider share base.


Cipta
278 posts

Posted by Cipta > Nov 21, 2018 6:35 PM | Report Abuse

According to EMH, liquidity will increase the market efficiency. As we can see recently delisted few companies which has low P/E and share price below NAV.
Increase of EPS by cancelling treasury share may not transform to share price close to its actual value. However, distribute it as dividen (if 1 to 10 ratio) will increase its DIY and liquidity. It will create cash flow to shareholders as well.


LouiseS
112 posts

Posted by LouiseS > Dec 4, 2018 3:36 PM | Report Abuse

The EPS increased 19.7% compared to 2013.


sheldon
855 posts

Posted by sheldon > Dec 10, 2018 11:03 PM | Report Abuse

A lot of share buybacks - that's a v good move!


Cipta
278 posts

Posted by Cipta > Dec 11, 2018 2:10 PM | Report Abuse

positive way to think: the management view the current price is underestimate the co value.


sheldon
855 posts

Posted by sheldon > Dec 11, 2018 4:31 PM | Report Abuse

Also if the co which we own are buying, it's something like we're buying the shares ourselves.


Choivo Capital
3167 posts

Posted by Choivo Capital > Dec 13, 2018 6:47 PM | Report Abuse

if you value KLK at market value, than yes, it is undervalued.

but i think KLK is way too expensive to begin with. I'll only buy it if it was 50% cheaper.

in which case, not that cheap anymore.


sheldon
855 posts

Posted by sheldon > Dec 13, 2018 10:43 PM | Report Abuse

Choivo Capital if you value KLK at market value, than yes, it is undervalued.
but i think KLK is way too expensive to begin with. I'll only buy it if it was 50% cheaper.
in which case, not that cheap anymore.

If you're interested in KLK, then buy Batu Kawan - better value for the earnings


Rwkl
57 posts

Posted by Rwkl > Jan 10, 2019 7:28 PM | Report Abuse

Sheldon, Choivo is saying KLK is way overpriced and Bkawan is not too far behind.
Anyone going to the AGM.


NaasifBaik
45 posts

Posted by NaasifBaik > Jan 18, 2019 5:06 PM | Report Abuse

worth buy in bkawan?


neverlose
57 posts

Posted by neverlose > Jan 18, 2019 5:38 PM | Report Abuse

how long can i hold bkawan for?


Weeah Wang
1 post

Posted by Weeah Wang > Jan 24, 2019 3:39 PM | Report Abuse

worth to buy in bkawan?


matg
846 posts

Posted by matg > Jan 24, 2019 3:45 PM |

Post removed. Why?


LouiseS
112 posts

Posted by LouiseS > Jan 26, 2019 12:49 PM | Report Abuse

The EPS fluctuated considerably in last five years, from 115 to 203 sen per share, PE around 15, ROE around 6.5% and dividend yield 3.29%

https://louisesinvesting.blogspot.com/2019/01/preliminary-screening-of-counters-with_25.html


sheldon
855 posts

Posted by sheldon > Feb 19, 2019 11:35 AM | Report Abuse

There was a RM696m drop in AFS investment. It was clarified to me that the drop was due to decline in price of shares of a company listed on London Stock Exchange, invested by KLK.


Cipta
278 posts

Posted by Cipta > Feb 19, 2019 5:28 PM | Report Abuse

Anyone here attend AGM? any story from there?


James Ng
1308 posts

Posted by James Ng > Apr 6, 2019 2:11 PM | Report Abuse

https://klse.i3investor.com/blogs/general/201242.jsp
[转贴] [BATU KAWAN BHD:如果毛棕榈油价格能够持续恢复,那么2019财政年度集团种植园的利润前景将会令人满意,预计巴都加湾的油脂化学业务将通过提高产能利用率和提高利润率来维持其业绩] - James的股票投资James Share Investing


VSOLAR Sailang Margin All In
2671 posts

Posted by VSOLAR Sailang Margin All In > Apr 7, 2019 12:45 PM | Report Abuse

This company looks very interesting too me... But gearing seems a bit on the high side..


Sami_Value
222 posts

Posted by Sami_Value > Apr 8, 2019 8:21 AM | Report Abuse

palm oil, if recovering will have a very broad +ve impact to our public pockets....last weekend, the FFB price was only at RM280/ton.


casion911
3 posts

Posted by casion911 > Apr 17, 2019 5:14 PM | Report Abuse

wqeawk


sheldon
855 posts

Posted by sheldon > May 14, 2019 3:42 PM | Report Abuse

Interim dividend announcement around the corner


sheldon
855 posts

Posted by sheldon > Oct 26, 2019 10:47 PM | Report Abuse

Wow! A great achievement! The company has reached almost the statutory limit of 10% in share repurchase.

I love this management!


Rwkl
57 posts

Posted by Rwkl > Nov 14, 2019 10:48 PM | Report Abuse

They were buying from $20 till all the way down to the current price.
With no more bullets, it will be interesting to see.......

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