Highlights
KLSE: UTDPLT (2089)       UNITED PLANTATIONS BHD MAIN : Plantations
Last Price Today's Change   Day's Range   Trading Volume
25.18   +0.18 (0.72%)  24.90 - 25.18  145,800
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Financials


Market Cap: 10,482 Million

Market Cap 10,482 Million
NOSH 416 Million

Latest Audited Result:  31-Dec-2023

Latest Audited Result: 31-Dec-2023
Announcement Date 26-Feb-2024
Next Audited Result: 31-Dec-2024
Est. Ann. Date: 26-Feb-2025
Est. Ann. Due Date: 29-Jun-2025

Latest Quarter:  30-Sep-2023 [#3]

Latest Quarter: 30-Sep-2023 [#3]
Announcement Date 16-Nov-2023
Next Quarter: 31-Dec-2023
Est. Ann. Date: 16-Feb-2024
Est. Ann. Due Date: 29-Feb-2024
QoQ | YoY   48.21%  |    19.80%

Annual (Unaudited) ( EPS: 66.79, P/E: 37.70 )

Revenue | NP to SH 1,021,843  |  278,030
RPS | P/RPS 245.48 Cent  |  10.26
EPS | P/E | EY 66.79 Cent  |  37.70  |  2.65%
DPS | DY | Payout % 82.36 Cent  |  3.27%  |  123.32%
NAPS | P/NAPS 5.10  |  4.94
YoY   10.40%
NP Margin | ROE 27.34%  |  13.09%
F.Y. | Ann. Date 31-Dec-2014  |  26-Feb-2015

T4Q Result ( EPS: 169.00, P/E: 14.90 )

Revenue | NP to SH 2,119,840  |  703,509
RPS | P/RPS 509.25 Cent  |  4.94
EPS | P/E | EY 169.00 Cent  |  14.90  |  6.71%
DPS | DY | Payout % 0.00 Cent  |  0.00%  |  - %
NAPS | P/NAPS 7.16  |  3.51
QoQ | YoY   7.82%  |    18.20%
NP Margin | ROE 33.32%  |  23.59%
F.Y. | Ann. Date 30-Sep-2023  |  16-Nov-2023

Annualized Result ( EPS: 162.33, P/E: 15.51 )

Revenue | NP to SH 1,960,292  |  675,716
RPS | P/RPS 470.92 Cent  |  5.35
EPS | P/E | EY 162.33 Cent  |  15.51  |  6.45%
DPS | DY | Payout % -
NAPS | P/NAPS -
QoQ | YoY   24.62%  |    14.91%
NP Margin | ROE 34.63%  |  22.66%
F.Y. | Ann. Date 30-Sep-2023  |  16-Nov-2023


Hints :
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Date Financial Result Financial Ratio Per Share Item Performance Valuation (End of Quarter) Valuation (Ann. Date)
F.Y. Ann. Date Quarter # Revenue PBT NP NP to SH Div Net Worth Div Payout % NP Margin ROE NOSH RPS Adj. RPS EPS Adj. EPS DPS Adj. DPS NAPS Adj. NAPS QoQ YoY EOQ Date EOQ Price EOQ P/RPS EOQ P/EPS EOQ P/NAPS EOQ EY EOQ DY ANN Date ANN Price ANN P/RPS ANN P/EPS ANN P/NAPS ANN EY ANN DY
31-Dec-2023 16-Nov-2023 30-Sep-2023 3 540,158 305,915 236,708 235,682 - 2,982,304 - % 43.82% 7.90% 414,784 130.23 129.76 56.82 56.62 0.00 0.00 7.1900 7.16   48.21%   19.80% 29-Sep-2023 16.64 12.78 29.29 2.31 3.41% 0.00% 16-Nov-2023 16.82 12.92 29.60 2.34 3.38% 0.00%
31-Dec-2023 24-Jul-2023 30-Jun-2023 2 470,074 207,171 159,995 159,015 - 2,754,172 - % 34.04% 5.77% 414,784 113.33 112.93 38.34 38.20 0.00 0.00 6.6400 6.62   41.86%   -13.87% 30-Jun-2023 15.48 13.66 40.38 2.33 2.48% 0.00% 24-Jul-2023 16.06 14.17 41.89 2.42 2.39% 0.00%
31-Dec-2023 27-Apr-2023 31-Mar-2023 1 459,987 150,034 112,459 112,090 - 3,061,113 - % 24.45% 3.66% 414,784 110.90 110.50 27.02 26.93 0.00 0.00 7.3800 7.35   -43.02%   87.78% 31-Mar-2023 16.40 14.79 60.69 2.22 1.65% 0.00% 27-Apr-2023 16.74 15.09 61.95 2.27 1.61% 0.00%
31-Dec-2022 07-Nov-2022 30-Sep-2022 3 649,621 301,978 197,084 196,722 - 2,994,747 - % 30.34% 6.57% 414,784 156.62 156.06 47.43 47.26 0.00 0.00 7.2200 7.19   6.55%   27.62% 30-Sep-2022 14.34 9.16 30.24 1.99 3.31% 0.00% 07-Nov-2022 14.34 9.16 30.24 1.99 3.31% 0.00%
31-Dec-2022 20-Jul-2022 30-Jun-2022 2 701,258 258,919 185,724 184,632 - 2,579,962 - % 26.48% 7.16% 414,784 169.07 168.46 44.51 44.35 0.00 0.00 6.2200 6.20   209.30%   35.97% 30-Jun-2022 14.00 8.28 31.45 2.25 3.18% 0.00% 20-Jul-2022 14.00 8.28 31.45 2.25 3.18% 0.00%
31-Dec-2022 26-Apr-2022 31-Mar-2022 1 642,908 76,751 61,610 59,693 - 2,662,919 - % 9.58% 2.24% 414,784 155.00 154.45 14.39 14.34 0.00 0.00 6.4200 6.40   -61.28%   -20.22% 31-Mar-2022 15.00 9.68 104.23 2.34 0.96% 0.00% 26-Apr-2022 16.90 10.90 117.43 2.63 0.85% 0.00%
31-Dec-2021 08-Nov-2021 30-Sep-2021 3 525,500 199,661 154,966 154,146 - 2,667,067 - % 29.49% 5.78% 414,784 126.69 126.24 37.16 37.03 0.00 0.00 6.4300 6.41   13.52%   61.71% 30-Sep-2021 13.68 10.80 36.81 2.13 2.72% 0.00% 08-Nov-2021 14.04 11.08 37.78 2.18 2.65% 0.00%
31-Dec-2021 22-Jul-2021 30-Jun-2021 2 481,869 186,673 136,707 135,785 - 2,563,371 - % 28.37% 5.30% 414,784 116.17 115.76 32.74 32.62 0.00 0.00 6.1800 6.16   81.47%   9.87% 30-Jun-2021 13.70 11.79 41.85 2.22 2.39% 0.00% 22-Jul-2021 13.62 11.72 41.61 2.20 2.40% 0.00%
31-Dec-2021 22-Apr-2021 31-Mar-2021 1 399,654 91,912 75,710 74,825 - 2,704,398 - % 18.94% 2.77% 414,784 96.35 96.01 18.04 17.98 0.00 0.00 6.5200 6.50   -21.51%   -7.84% 31-Mar-2021 14.44 14.99 80.05 2.21 1.25% 0.00% 22-Apr-2021 14.70 15.26 81.49 2.25 1.23% 0.00%
31-Dec-2020 09-Nov-2020 30-Sep-2020 3 334,036 118,429 95,904 95,325 - 2,642,180 - % 28.71% 3.61% 414,784 80.53 80.25 22.98 22.90 0.00 0.00 6.3700 6.35   -22.87%   58.35% 30-Sep-2020 14.64 18.18 63.70 2.30 1.57% 0.00% 09-Nov-2020 14.40 17.88 62.66 2.26 1.60% 0.00%
31-Dec-2020 27-Jul-2020 30-Jun-2020 2 294,317 149,661 124,060 123,586 - 1,708,914 - % 42.15% 7.23% 276,523 106.43 70.70 44.69 29.69 0.00 0.00 6.1800 4.11   52.22%   62.74% 30-Jun-2020 13.30 12.50 29.76 2.15 3.36% 0.00% 27-Jul-2020 13.54 12.72 30.30 2.19 3.30% 0.00%
31-Dec-2020 23-Apr-2020 31-Mar-2020 1 318,909 117,644 81,528 81,190 - 2,629,736 - % 25.56% 3.09% 207,392 153.77 76.61 39.15 19.50 0.00 0.00 12.6800 6.32   34.87%   21.32% 31-Mar-2020 24.82 16.14 63.40 1.96 1.58% 0.00% 23-Apr-2020 25.52 16.60 65.19 2.01 1.53% 0.00%
31-Dec-2019 11-Nov-2019 30-Sep-2019 3 278,661 78,071 60,551 60,199 - 2,551,691 - % 21.73% 2.36% 207,792 134.11 66.94 28.97 14.46 0.00 0.00 12.2800 6.13   -20.73%   -36.53% 30-Sep-2019 25.00 18.64 86.29 2.04 1.16% 0.00% 11-Nov-2019 25.20 18.79 86.98 2.05 1.15% 0.00%
31-Dec-2019 29-Jul-2019 30-Jun-2019 2 270,532 100,932 76,173 75,941 - 2,501,821 - % 28.16% 3.04% 207,792 130.19 64.99 36.55 18.24 0.00 0.00 12.0400 6.01   13.48%   -12.96% 28-Jun-2019 26.80 20.58 73.33 2.23 1.36% 0.00% 29-Jul-2019 26.04 20.00 71.25 2.16 1.40% 0.00%
31-Dec-2019 23-Apr-2019 31-Mar-2019 1 322,264 87,436 67,063 66,923 - 2,651,432 - % 20.81% 2.52% 207,792 155.09 77.42 32.21 16.08 0.00 0.00 12.7600 6.37   -29.45%   -33.41% 29-Mar-2019 27.32 17.62 84.83 2.14 1.18% 0.00% 23-Apr-2019 27.52 17.74 85.45 2.16 1.17% 0.00%
31-Dec-2018 12-Nov-2018 30-Sep-2018 3 340,858 122,465 95,116 94,853 - 2,547,535 - % 27.90% 3.72% 207,792 164.04 81.88 45.65 22.79 0.00 0.00 12.2600 6.12   8.72%   -3.96% 28-Sep-2018 26.90 16.40 58.93 2.19 1.70% 0.00% 12-Nov-2018 27.00 16.46 59.15 2.20 1.69% 0.00%
31-Dec-2018 20-Aug-2018 30-Jun-2018 2 309,930 110,003 88,077 87,245 - 2,454,029 - % 28.42% 3.56% 207,792 149.15 74.45 41.99 20.96 0.00 0.00 11.8100 5.90   -13.19%   -20.51% 29-Jun-2018 27.30 18.30 65.02 2.31 1.54% 0.00% 20-Aug-2018 26.82 17.98 63.88 2.27 1.57% 0.00%
31-Dec-2018 24-Apr-2018 31-Mar-2018 1 325,544 141,091 100,913 100,501 - 2,616,107 - % 31.00% 3.84% 207,792 156.67 78.21 48.37 24.14 0.00 0.00 12.5900 6.28   1.76%   27.43% 30-Mar-2018 28.20 18.00 58.31 2.24 1.72% 0.00% 24-Apr-2018 28.60 18.26 59.13 2.27 1.69% 0.00%
31-Dec-2017 15-Nov-2017 30-Sep-2017 3 370,820 129,234 99,346 98,764 - 2,464,418 - % 26.79% 4.01% 207,792 178.46 89.08 47.53 23.73 0.00 0.00 11.8600 5.92   -10.01%   18.80% 29-Sep-2017 27.30 15.30 57.44 2.30 1.74% 0.00% 15-Nov-2017 27.80 15.58 58.49 2.34 1.71% 0.00%
31-Dec-2017 01-Aug-2017 30-Jun-2017 2 355,262 142,559 110,278 109,752 - 2,368,834 - % 31.04% 4.63% 207,792 170.97 85.34 52.82 26.37 0.00 0.00 11.4000 5.69   39.16%   51.69% 30-Jun-2017 27.90 16.32 52.82 2.45 1.89% 0.00% 01-Aug-2017 28.20 16.49 53.39 2.47 1.87% 0.00%
31-Dec-2017 25-Apr-2017 31-Mar-2017 1 379,233 104,816 79,397 78,865 - 2,439,483 - % 20.94% 3.23% 207,792 182.51 91.10 37.95 18.95 0.00 0.00 11.7400 5.86   -5.14%   31.98% 31-Mar-2017 28.50 15.62 75.09 2.43 1.33% 0.00% 25-Apr-2017 28.90 15.84 76.15 2.46 1.31% 0.00%
31-Dec-2016 21-Nov-2016 30-Sep-2016 3 293,671 108,480 83,287 83,137 - 2,306,496 - % 28.36% 3.60% 207,792 141.33 70.55 40.01 19.97 0.00 0.00 11.1000 5.54   14.91%   -5.78% 30-Sep-2016 27.50 19.46 68.73 2.48 1.45% 0.00% 21-Nov-2016 26.70 18.89 66.73 2.41 1.50% 0.00%
31-Dec-2016 01-Aug-2016 30-Jun-2016 2 277,734 86,975 72,563 72,352 - 2,219,223 - % 26.13% 3.26% 207,792 133.66 66.72 34.82 17.38 0.00 0.00 10.6800 5.33   21.08%   3.83% 30-Jun-2016 26.62 19.92 76.45 2.49 1.31% 0.00% 01-Aug-2016 26.54 19.86 76.22 2.49 1.31% 0.00%
31-Dec-2016 25-Apr-2016 31-Mar-2016 1 259,580 84,135 59,854 59,755 - 2,291,951 - % 23.06% 2.61% 207,792 124.92 62.36 28.76 14.35 0.00 0.00 11.0300 5.51   -32.28%   -2.28% 31-Mar-2016 26.96 21.58 93.75 2.44 1.07% 0.00% 25-Apr-2016 26.80 21.45 93.19 2.43 1.07% 0.00%
31-Dec-2015 23-Nov-2015 30-Sep-2015 3 267,219 119,571 88,233 88,237 - 2,223,379 - % 33.02% 3.97% 207,792 128.60 64.19 42.46 21.20 0.00 0.00 10.7000 5.34   26.62%   23.08% 30-Sep-2015 26.98 20.98 63.54 2.52 1.57% 0.00% 23-Nov-2015 26.20 20.37 61.70 2.45 1.62% 0.00%
31-Dec-2015 24-Aug-2015 30-Jun-2015 2 255,692 90,080 70,227 69,685 - 2,131,951 - % 27.47% 3.27% 207,792 123.05 61.42 33.54 16.74 0.00 0.00 10.2600 5.12   13.96%   52.01% 30-Jun-2015 26.70 21.70 79.62 2.60 1.26% 0.00% 24-Aug-2015 26.82 21.80 79.97 2.61 1.25% 0.00%
31-Dec-2015 27-Apr-2015 31-Mar-2015 1 233,916 81,687 61,312 61,150 - 2,185,977 - % 26.21% 2.80% 207,792 112.57 56.19 29.43 14.69 0.00 0.00 10.5200 5.25   -15.95%   -30.31% 31-Mar-2015 26.00 23.10 88.35 2.47 1.13% 0.00% 27-Apr-2015 26.80 23.81 91.07 2.55 1.10% 0.00%
31-Dec-2014 26-Feb-2015 31-Dec-2014 4 232,311 86,834 73,050 72,753 342,857 2,123,639 471.26% 31.44% 3.43% 207,792 111.80 55.81 35.01 17.48 165.00 82.36 10.2200 5.10   1.48%   -20.11% 31-Dec-2014 24.40 21.82 69.69 2.39 1.43% 6.76% 26-Feb-2015 25.02 22.38 71.46 2.45 1.40% 6.59%
31-Dec-2014 24-Nov-2014 30-Sep-2014 3 280,693 96,106 71,773 71,690 - 2,111,218 - % 25.57% 3.40% 207,797 135.08 67.43 34.50 17.22 0.00 0.00 10.1600 5.07   56.38%   83.63% 30-Sep-2014 26.68 19.75 77.33 2.63 1.29% 0.00% 24-Nov-2014 23.00 17.03 66.67 2.26 1.50% 0.00%
31-Dec-2014 25-Aug-2014 30-Jun-2014 2 247,815 63,019 46,372 45,842 155,844 2,194,288 339.96% 18.71% 2.09% 207,792 119.26 59.53 22.06 11.01 75.00 37.44 10.5600 5.27   -47.76%   -19.69% 30-Jun-2014 27.98 23.46 126.83 2.65 0.79% 2.68% 25-Aug-2014 27.32 22.91 123.84 2.59 0.81% 2.75%
31-Dec-2014 28-Apr-2014 31-Mar-2014 1 261,025 109,645 88,176 87,745 - 2,283,639 - % 33.78% 3.84% 207,792 125.62 62.71 42.23 21.08 0.00 0.00 10.9900 5.49   -3.65%   35.75% 31-Mar-2014 25.10 19.98 59.44 2.28 1.68% 0.00% 28-Apr-2014 25.20 20.06 59.68 2.29 1.68% 0.00%
31-Dec-2013 24-Feb-2014 31-Dec-2013 4 280,346 117,852 91,691 91,070 214,880 2,197,710 235.95% 32.71% 4.14% 208,116 134.71 67.35 43.77 21.88 103.25 51.62 10.5600 5.28   133.27%   -1.23% 31-Dec-2013 26.00 19.30 59.42 2.46 1.68% 3.97% 24-Feb-2014 25.00 18.56 57.13 2.37 1.75% 4.13%
31-Dec-2013 25-Nov-2013 30-Sep-2013 3 212,350 63,660 39,113 39,041 - 2,170,840 - % 18.42% 1.80% 208,134 102.03 51.01 18.76 9.38 0.00 0.00 10.4300 5.22   -31.61%   -61.08% 30-Sep-2013 26.60 26.07 141.81 2.55 0.71% 0.00% 25-Nov-2013 26.10 25.58 139.14 2.50 0.72% 0.00%
31-Dec-2013 26-Aug-2013 30-Jun-2013 2 241,809 75,581 56,931 57,083 - 2,141,701 - % 23.54% 2.67% 208,134 116.18 58.09 27.43 13.71 0.00 0.00 10.2900 5.14   -11.69%   -25.93% 28-Jun-2013 28.10 24.19 102.46 2.73 0.98% 0.00% 26-Aug-2013 25.94 22.33 94.58 2.52 1.06% 0.00%
31-Dec-2013 13-May-2013 31-Mar-2013 1 215,717 83,383 64,752 64,637 - 2,212,467 - % 30.02% 2.92% 208,134 103.64 51.82 31.06 15.53 0.00 0.00 10.6300 5.32   -29.90%   -11.03% 29-Mar-2013 27.20 26.24 87.59 2.56 1.14% 0.00% 13-May-2013 27.24 26.28 87.71 2.56 1.14% 0.00%
31-Dec-2012 25-Feb-2013 31-Dec-2012 4 304,264 118,447 91,982 92,208 260,167 2,150,026 282.15% 30.23% 4.29% 208,134 146.19 73.09 44.30 22.15 125.00 62.50 10.3300 5.16   -8.08%   26.11% 31-Dec-2012 25.00 17.10 56.43 2.42 1.77% 5.00% 25-Feb-2013 26.30 17.99 59.37 2.55 1.68% 4.75%
31-Dec-2012 26-Nov-2012 30-Sep-2012 3 308,401 133,387 100,349 100,318 - 2,120,888 - % 32.54% 4.73% 208,134 148.17 74.09 48.20 24.10 0.00 0.00 10.1900 5.09   30.17%   -4.60% 28-Sep-2012 25.00 16.87 51.87 2.45 1.93% 0.00% 26-Nov-2012 25.30 17.07 52.49 2.48 1.91% 0.00%
31-Dec-2012 27-Aug-2012 30-Jun-2012 2 232,052 104,185 77,156 77,067 - 2,020,983 - % 33.25% 3.81% 208,134 111.49 55.75 37.03 18.51 0.00 0.00 9.7100 4.86   6.08%   -29.67% 29-Jun-2012 25.90 23.23 69.95 2.67 1.43% 0.00% 27-Aug-2012 27.00 24.22 72.92 2.78 1.37% 0.00%
31-Dec-2012 14-May-2012 31-Mar-2012 1 338,672 98,220 73,064 72,648 - 2,066,773 - % 21.57% 3.52% 208,134 162.72 81.36 34.90 17.45 0.00 0.00 9.9300 4.97   -0.64%   -15.62% 30-Mar-2012 24.98 15.35 71.57 2.52 1.40% 0.00% 14-May-2012 25.00 15.36 71.62 2.52 1.40% 0.00%
31-Dec-2011 20-Feb-2012 31-Dec-2011 4 290,372 103,325 72,753 73,118 249,761 1,996,007 341.59% 25.06% 3.66% 208,134 139.51 69.76 35.13 17.57 120.00 60.00 9.5900 4.80   -30.46%   -10.70% 30-Dec-2011 19.00 13.62 54.08 1.98 1.85% 6.32% 20-Feb-2012 22.76 16.31 64.79 2.37 1.54% 5.27%

PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.

NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.

Div Payout %, NP Margin, ROE, DY, QoQ Δ & YoY Δ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.

All figures in '000 unless specified.

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  5 people like this.
 
ooihk899 Sardin, if UP is able to reduce their production cost n increase their output,
then they may be able to maintain result.
05/04/2024 9:44 AM
ooihk899 It's harder to predict their profit since they only hedge
1/3 of their output as per AR info. I also do not know how
much they already sell forward along the way until QR out.
But I believe we are in good hand, hope this year Div is around 1.5.😄
05/04/2024 9:57 AM
ooihk899 Sardin, just spill it out lah. What to worry? It's only discussion.
05/04/2024 10:07 AM
GS which plantation company have minimal(or 0%) forward sales positions?
05/04/2024 11:00 AM
Sardin Hi GS, try search on small plantation company
05/04/2024 11:32 AM
ooihk899 Sardin, what's your fear? Share with us ma!😊
05/04/2024 12:07 PM
Sardin It can be summarised into 2 main points:
1. Selling cpo considerably below market value
2. Lesser cpo output
And looks like both are going to happen together. Besides that there are a few more things I try to figure out.
05/04/2024 3:07 PM
ooihk899 FY2023 Q1 ASP 37xx, This year CPO price Jan 3783.5 Feb 3949.5
Mar 4215.5 Info from MPOB.
UP hedge 1H 53620MT @3980. So, I don't think Q1 will affect much.
Have to look out for Q2 if CPO stay above 4200 for Q2.
Output wise, if it's below 5% YoY, will not affect much. Will catchup
starting Q2.
This year UP forward sales volume is low compare to last few years.
Up trend in CPO price will have lesser effect on profit.
Hopefully they can cover it with higher yields.
05/04/2024 3:51 PM
ooihk899 Sardin, does my explanation 'masuk akal'?
Please let me have your thoughts.
05/04/2024 4:33 PM
Sardin Not sure if output with catch up in Q2 because El Nino effect is known to be lasting for months / years. RM 3,800 / MT in Q3 a bit too much of the discount compares to BMD FCPO in Jul, Aug, Sep.
05/04/2024 5:01 PM
Greenying Very healthy discussion and analysis 😀
05/04/2024 8:02 PM
ooihk899 2H forward contract qty is 28550MT, around 1/4 of UP Malaysia
plantation 2H output. I think effect will not be so much.
As for output, you can attend the AGM to ask the management on the
effect of El Nino on FFB production
05/04/2024 8:06 PM
observatory Does El Nino affect UP?

Maybe you can study changes in yield per mature hectare for its Indonesian and Malaysian plantations respectively during the historical El Nino years.

The questions are
1. How does El Nino affect Peninsular Malaysia and Kalimantan?
2. Do we have strong or normal El Nino in 2024?
3. How does it affect CPO price?
4. What is the net result if there is declining yield but higher prices?

What about the prices and outputs of other competing oil crops?

I suspect even professional traders find it difficult to answer confidently.
06/04/2024 11:11 AM
dam82 long time never come here ... hope can grow more after ex date ...
06/04/2024 9:21 PM
Sardin @Observatory
The El Nino effect in 2024 is expected to be at moderate level, and of course it will push up the CPO price.
However, the high price of CPO is meant to compensate the reduction of output. If output is low, production cost per metric ton will be higher (assuming constant fixed cost, such as salaries, chemicals, etc.) and if the selling price is not high enough, it will squeeze the profit margin considerably.
How much this will affect UP, I am not confident to answer and I am far from being a professional trader.
But when I water my plants, and hang my clothes, phew... the weather is really really hot, I could feel the abnormal amount of heat. If this is only "moderate" I don't know how a serious El Nino feels like? My trees do not bear good fruits compares to a few months back, a lot less fruits and smaller fruits are what I got.
07/04/2024 12:02 AM
Sardin UP did a risk assessment, I forgot which page on the annual report. Weather / climate has a rating associated to high risk and high impact besides the commodity price. I hope the contracted price had more than enough to adverse the impact of lower production. But I also know it is difficult to get a good deal / price stroke a few months back when effect of El Nino is not yet manifested. I believe there is a margin squeeze, hope it is a light one.
07/04/2024 12:12 AM
ooihk899 Ytd Feb drop 3.8%, let's wait for Q1 production figure next week.
Anyway QR will be release on 26th. 😃
07/04/2024 11:28 AM
KingKKK 26th April or May?
07/04/2024 11:39 AM
ooihk899 26th April , QR out. Bullish or not depend on QR,
production quantity n their CPO ASP.
07/04/2024 3:15 PM
Pinky What is that joker spamming
07/04/2024 8:55 PM
BudiLee I am so happy to see UP's price start rising again today.
08/04/2024 1:52 PM
BudiLee I think I have to sing that song again, coz UP price rising so high today, Yeayyy! Keep go up, keep go up! Siapa jual dia rugi 😃
08/04/2024 3:47 PM
Sardin Wah. Very good harvest woh. Very good surprise!
08/04/2024 5:14 PM
ooihk899 Should not worry about the output,
YoY Q1 CPO output up by 1.9% overall.
Q1 Own production YoY up by 2.9%😁
08/04/2024 5:16 PM
Greenying Cheers!
08/04/2024 6:57 PM
dam82 trust the management ... i still think their tanah rata not reach the optimum palm oil output when that kick start the output will be fantastic ..... for now i just wait and see while all enjoy riding utdplt don't forget to grab a carlsberg beer and enjoy your day ... hahah kena promote mah ...
08/04/2024 7:09 PM
JrWarren fking haze from Sumatra make my nose itchy, hope more rain coming in mid April to deal with the fire & Haze.
Most important is providing water source for the palm oil in this El Nino time.
08/04/2024 8:06 PM
Pinky Retail top buy:
https://www.facebook.com/photo/?fbid=802415565254781&set=a.607997711363235
09/04/2024 2:31 PM
BudiLee Cheers everyone!
09/04/2024 10:29 PM
BudiLee Hohoho let us all witness the passing of RM25 today! Bravo UP!
12/04/2024 1:56 PM
BudiLee Quick buy some more now while the price is still below 25
12/04/2024 1:57 PM
BudiLee 😀😄😀
12/04/2024 2:14 PM
LossAversion 2nd round of profit taking, before buying back lower for dividends soon. he, he
12/04/2024 4:25 PM
Sardin Going to RM 28. 😄
12/04/2024 6:23 PM
BudiLee Can anyone tell me, how much is the broker fee + any other fees involved every time we buy or sell stocks?
12/04/2024 9:17 PM
Sardin @BudiLee, check the contract note you received
13/04/2024 10:31 AM
stockraider This is the best bluechip plantation share loh!
14/04/2024 10:46 AM
BudiLee @Sardin, ok noted, thanks.
14/04/2024 9:44 PM
BudiLee Congrats UP, you just passed the line of Ji Go = Dua Lima , moving up further! You can do it! 😍😎
16/04/2024 10:59 AM
MoneyLovesMe Siapa jual dia rugi, sebab UP price akan naik terus sampai hari Jumat ini.
16/04/2024 11:00 AM
JrWarren glad UP surpassed RM25, so will it drop after ex-date?
Hardly, because the fund manager's dividend expectation still there and the price movement will reflect their expectation:

1. What is the cash reserve after dividend payout ? If got extra cash means extraordinary dividend.
2. Are the production & CPO price same / better than 2023? Yes for 1Q2024, if 2Q & 3Q result suggest better production, CPO price maintain at 4k, fund manager will arbitrage & push up UP share price.
16/04/2024 1:10 PM
BudiLee Thanks for your thoughts, JrWarren
16/04/2024 1:35 PM
lionel messi What a gem of a stock. UP really epitomizes Buffett's famous advice of holding good stocks forever when asked when is the best time to sell. Never he says. Hard pressed to find another UP. Cheers. 🍻
17/04/2024 9:29 AM
BudiLee Yeah, that's why I said siapa jual dia rugi, brother💎
17/04/2024 10:13 AM
BudiLee Can anyone guess, how much will be the UP price on the day before the EX date?
17/04/2024 10:14 AM
sck88 At least RM26 before EX date
17/04/2024 10:18 AM
MoneyLovesMe RM27.80
17/04/2024 4:59 PM
BudiLee The Ex Date is getting closer and closer everyone. It's next Friday!
19/04/2024 9:19 AM
GS the 1Q financial results is on 24/04, exactly after AGM.....
19/04/2024 9:27 AM
Ahlian This selling before XD similar like last year. Share price will stay here for now. Price likely will only move after AGM.
19/04/2024 10:00 AM