yeap boon tat 21 posts | Posted by yeap boon tat > Feb 16, 2012 9:53 PM | Report Abuse Is BLD a good investment stock with just 80million shares? |
sh2383jbt 103 posts | Posted by sh2383jbt > Jan 9, 2013 11:08 PM | Report Abuse Agreed with all. Just wait and see the big return... |
Ckk2266 1210 posts | Posted by Ckk2266 > Nov 8, 2015 8:11 PM | Report Abuse Salted fish alive.... |
Diamond7 2160 posts | Posted by Diamond7 > Nov 11, 2015 2:02 PM | Report Abuse Up....up...up....any good news? |
Thomas Chan Yeu Wai 84 posts | Posted by Thomas Chan Yeu Wai > Mar 15, 2016 10:47 PM | Report Abuse http://www.thestar.com.my/business/business-news/2016/03/15/bld-plantation-expands-sarawak-land-bank/ |
investlah 20 posts | Posted by investlah > Mar 28, 2017 3:42 PM | Report Abuse https://klse.i3investor.com/blogs/kianweiaritcles/119270.jsp |
investlah 20 posts | Posted by investlah > Mar 28, 2017 3:47 PM | Report Abuse http://www.thestar.com.my/business/business-news/2017/03/27/a-message-to-president-hollande-support-palm-oil/ |
zayady 524 posts | Posted by zayady > Jul 13, 2018 12:34 AM | Report Abuse https://klse.i3investor.com/blogs/kianweiaritcles/77440.jsp |
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LouiseS 286 posts | Posted by LouiseS > Jan 5, 2019 4:00 PM | Report Abuse Total planted area = 31,200 hectares, with 84% in maturity stage. Crude palm oil produced = 115,500 metric tonnes, total volume of palm oil products sold = 760,000 metric tonnes Top three importing countries of Malaysia palm oil products are India, European Union and China. https://louisesinvesting.blogspot.com/2019/01/comments-on-bld-plantation-bhd-5069.html |
commonsense 490 posts | Posted by commonsense > Jan 25, 2019 3:56 PM | Report Abuse BLD Plantation is not the only plantation company that posted bad results in the most recent quarters. If you go through other financial reports, most (if not all) plantation companies are affected by the low CPO price in Jul-Sept period. In terms of valuation, all plantation stocks are currently trading at a high PE multiple (for those that still managed to record profit) or in BLD case, negative PE. This is reflective of the downturn cycle of the plantation industry. Don't think that the industry will reverse their down cycle anytime soon given the general demand of the commodity is expected to go down in the future. China for example, is negotiating with US to take in more agriculture products from US which would potentially include soybean (or soybean oil). In general, Chinese consumption of oil would not actually go up that much so the increase of soybean oil import from US to China would actually be at the expense of other oil commodities from other countries (in particular palm oil from Indonesia and Malaysia). Another issue is on the European demand of palm oil which is expected to go down exponentially given the proposed ban of palm oil use in food and transportation industries in the future. They have already agreed to phase out the use of palm oil in transport fuel by 2030. Some countries like France and Norway have already started to move away from palm oil. If you are still interested in the plantation industry then you should try to look at other companies first (at least until BLD is really on a stable footing). You will notice that most plantation stocks have fallen but PE valuation is still high. As I mentioned earlier, this is normal given that the industry cycle is currently at the bottom as reflected by the CPO price. It is better for you to do a PE calculation using an average 5 years PAT to take into account the cyclical nature of the industry. With this in mind you need to have a slightly long-term investment horizon when buying into oil plantation companies. If you are looking to diversify your portfolio outside of BLD (due to its earnings uncertainties and bleak growth outlook) I would recommend you to look at MBMR. MBMR is a direct proxy to Perodua via its 22.6% interest in the company. Valuation is cheap at only 6.9x PE (based on target FY18 profit of RM145mil. 9m profit is already RM106mil). PB is low at only 0.7x BV. 4Q18 results is expected to be higher than 3Q18 and last year's 4Q17. FY19 growth will be driven by the still high demand of the new Myvi and the newly launched SUV Aruz and also the newly revamp Alza in 2H19. The recent announcement of closure and potential disposal of the loss-making alloy wheel manufacturing business alone is expected to boost the company’s profit by an additional RM10mil to RM20mil. I am projecting a profit to shareholder of RM170 mil for FY19 which at the current price values MBMR at only 5.9x PE. Please go through the analyst reports (https://klse.i3investor.com/servlets/stk/pt/5983.jsp) and do your own analysis before making any decisions. There are 8 analysts in total covering the stock with most of them having a TP of above RM3 (all have a buy rating). The average TP for the 8 analysts is around RM3.50. Good luck. |
LouiseS 286 posts | Posted by LouiseS > Dec 17, 2019 6:57 PM | Report Abuse BLD's earning performance has been overall unstable in last five years, whereby its earning per share overall fluctuated from -54.11 sen to 22.87 sen. In particular, in the current financial year, the group is hit by a -54.11 sen per share losses, due to lower average selling price of its products. https://louisesinvesting.blogspot.com/2019/12/comments-on-bld-plantation-berhad-5069.html |
calvintaneng 53110 posts | Posted by calvintaneng > Sep 28, 2021 3:08 PM | Report Abuse SOP (5126) at Rm3.50 Versus BLD Plant (5069) at Rm9.10 or Versus United Plant (2089) Rm13.60: Compare & Contrast their EPS, Dividend & NTA, Calvin Tan https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-09-28-story-h1591785786-SOP_5126_at_Rm3_50_Versus_BLD_Plant_5069_at_Rm9_10_or_Versus_United_Pla.jsp |
calvintaneng 53110 posts | Posted by calvintaneng > Sep 30, 2021 9:39 AM | Report Abuse SARAWAK OIL PALM (SOP) VERSUS UNITED PLANT & BLD PLANT: Compare their Share Prices & Planted Acreages, Calvin Tan (Part 2) https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-09-30-story-h1591816477-SARAWAK_OIL_PALM_SOP_VERSUS_UNITED_PLANT_BLD_PLANT_Compare_their_Share_.jsp |
calvintaneng 53110 posts | Posted by calvintaneng > Nov 13, 2021 8:13 AM | Post removed. Why? |
Intrinsic99 267 posts | Posted by Intrinsic99 > Nov 14, 2021 11:52 PM | Report Abuse Other members also buying valuable stocks but not behave like this iddiot spammer We all feel ridiculous nonstop posting nonstop promoting As I said earlier, if you so confidence to wait and if you so confidence what you invest why everyday need to promote, why everyday put up so many blog, why everyday go different stocks forum keep on promoting your palm oil stocks? This is very obvious you desperately want to cash out your share bought and treat other members as waterfish. Now all open your eye and see this iddiot spammer sold all MHC stock since this iddiot spammer so confidence about the palm oil sector earlier and keep on promoting to all members everywhere. https://klse.i3investor.com/servlets/forum/600571451.jsp I so pity members here listen to this iddiot end up you can burn you hard earned money and this iddiot laughing at you later. In the real world, no free lunch to people unless you want to take advantage from others I don't know why 3iii administrator didn't take any action to suspend this iddiot account to avoid further keep on spamming everyday and every way I pegging administrator need to take proper action against this spammer |
solidwhitebush 62 posts | Posted by solidwhitebush > May 23, 2022 7:50 PM | Report Abuse Extraordinary QR! With dividend |
LeoLionLin 22 posts | Posted by LeoLionLin > Jul 6, 2022 1:24 PM | Report Abuse To the mooon ..... |
wallstreetrookieNEW 1345 posts | Posted by wallstreetrookieNEW > Jul 3, 2023 3:56 PM | Report Abuse Low float + Large cap We all love this |
Dehcomic01 294 posts | Posted by Dehcomic01 > Nov 8, 2023 8:44 AM | Report Abuse BLD Plantation – peak price that is not reflected in the ROE I have concerns from both a fundamental perspective and share price perspective. The company share price has been on an uptrend to reach a 10-year peak. But while its ROE was increasing from 2018, there was a decline last year. Is the market thinking that its ROE will eventually turnaround? Or have prices peaked? Refer to the chart at https://i.postimg.cc/Bnrd5Ptw/BLD-Plantation.png From a fundamental angle, the company ROE is not as good as my 2 reference Bursa plantation companies – Boustead Plantation and KLK. This is not my pick from a fundamental perspective. For more insight into the Bursa plantation companies go to https://www.youtube.com/watch?v=9KhboTCMdEg |
speakup 24782 posts | Posted by speakup > Nov 14, 2023 8:52 PM | Report Abuse Insiders dumping! Got bad news? |
calvintaneng 53110 posts | Posted by calvintaneng > Nov 29, 2023 4:29 AM | Report Abuse JAYA TIASA NOW IN NEW GROWTH PHASE JAYA TIASA (4383) LATEST RESULT SHOWS A HUGE SURPRISE JUMP IN PROFIT: UP BY 100% KUDOS TO YOUR EXCELLENT HARD, WELL DONE! WELL DONE!! WORK , Calvin Tan https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-11-29-story-h-214097097-JAYA_TIASA_4383_LATEST_RESULT_SHOWS_A_HUGE_SURPRISE_JUMP_IN_PROFIT_UP_B |
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