Highlights

KLSE: UTDPLT (2089)

UNITED PLANTATIONS BHD

Last Price	Today's Change	Day's Range	Trading Volume
25.40	+0.40 (1.60%)	24.90 - 25.50	356,300

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Financials

Market Cap: 10,573 Million

Market Cap	10,573 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: 38.03 )

Revenue \| NP to SH	1,021,843 \| 278,030
RPS \| P/RPS	245.48 Cent \| 10.35
EPS \| P/E \| EY	66.79 Cent \| 38.03 \| 2.63%
DPS \| DY \| Payout %	82.36 Cent \| 3.24% \| 123.32%
NAPS \| P/NAPS	5.10 \| 4.98
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: 15.03 )

Revenue \| NP to SH	2,119,840 \| 703,509
RPS \| P/RPS	509.25 Cent \| 4.99
EPS \| P/E \| EY	169.00 Cent \| 15.03 \| 6.65%
DPS \| DY \| Payout %	0.00 Cent \| 0.00% \| - %
NAPS \| P/NAPS	7.16 \| 3.55
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: 15.65 )

Revenue \| NP to SH	1,960,292 \| 675,716
RPS \| P/RPS	470.92 Cent \| 5.39
EPS \| P/E \| EY	162.33 Cent \| 15.65 \| 6.39%
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

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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	2,119,840	965,098	706,246	703,509	0	2,982,304	- %	33.32%	23.59%	414,784	511.07	509.25	169.61	169.00	0.00	0.00	7.1900	7.16	7.82%	18.20%	29-Sep-2023	16.64	3.26	9.81	2.31	10.19%	0.00%	16-Nov-2023	16.82	3.29	9.92	2.34	10.08%	0.00%
31-Dec-2023	24-Jul-2023	30-Jun-2023	2	2,280,940	918,102	655,262	652,459	0	2,754,172	- %	28.73%	23.69%	414,784	549.91	547.95	157.30	156.74	0.00	0.00	6.6400	6.62	17.96%	22.12%	30-Jun-2023	15.48	2.82	9.84	2.33	10.16%	0.00%	24-Jul-2023	16.06	2.92	10.21	2.42	9.79%	0.00%
31-Dec-2023	27-Apr-2023	31-Mar-2023	1	2,453,774	787,682	556,877	553,137	0	3,061,113	- %	22.69%	18.07%	414,784	591.58	589.47	133.36	132.88	0.00	0.00	7.3800	7.35	-7.07%	30.32%	31-Mar-2023	16.40	2.77	12.30	2.22	8.13%	0.00%	27-Apr-2023	16.74	2.83	12.55	2.27	7.97%	0.00%
31-Dec-2022	07-Nov-2022	30-Sep-2022	3	2,519,287	837,309	599,384	595,193	0	2,994,747	- %	23.79%	19.87%	414,784	607.37	605.21	143.49	142.98	0.00	0.00	7.2200	7.19	11.41%	29.37%	30-Sep-2022	14.34	2.36	9.99	1.99	10.01%	0.00%	07-Nov-2022	14.34	2.36	9.99	1.99	10.01%	0.00%
31-Dec-2022	20-Jul-2022	30-Jun-2022	2	2,351,535	722,004	539,007	534,256	0	2,579,962	- %	22.92%	20.71%	414,784	566.93	564.91	128.80	128.34	0.00	0.00	6.2200	6.20	25.87%	24.38%	30-Jun-2022	14.00	2.47	10.87	2.25	9.20%	0.00%	20-Jul-2022	14.00	2.47	10.87	2.25	9.20%	0.00%
31-Dec-2022	26-Apr-2022	31-Mar-2022	1	2,049,931	554,997	428,993	424,449	0	2,662,919	- %	20.93%	15.94%	414,784	494.22	492.45	102.33	101.97	0.00	0.00	6.4200	6.40	-7.74%	13.21%	31-Mar-2022	15.00	3.04	14.66	2.34	6.82%	0.00%	26-Apr-2022	16.90	3.42	16.52	2.63	6.06%	0.00%
31-Dec-2021	08-Nov-2021	30-Sep-2021	3	1,741,059	596,675	463,287	460,081	0	2,667,067	- %	26.61%	17.25%	414,784	419.75	418.25	110.92	110.53	0.00	0.00	6.4300	6.41	7.11%	27.69%	30-Sep-2021	13.68	3.26	12.33	2.13	8.11%	0.00%	08-Nov-2021	14.04	3.34	12.66	2.18	7.90%	0.00%
31-Dec-2021	22-Jul-2021	30-Jun-2021	2	1,509,876	546,675	432,381	429,521	0	2,563,371	- %	28.64%	16.76%	414,784	364.01	362.72	103.55	103.18	0.00	0.00	6.1800	6.16	14.56%	25.99%	30-Jun-2021	13.70	3.76	13.23	2.22	7.56%	0.00%	22-Jul-2021	13.62	3.74	13.15	2.20	7.60%	0.00%
31-Dec-2021	22-Apr-2021	31-Mar-2021	1	1,346,916	477,646	377,202	374,926	0	2,704,398	- %	28.00%	13.86%	414,784	324.73	323.57	90.39	90.07	0.00	0.00	6.5200	6.50	4.06%	31.90%	31-Mar-2021	14.44	4.45	15.98	2.21	6.26%	0.00%	22-Apr-2021	14.70	4.53	16.26	2.25	6.15%	0.00%
31-Dec-2020	09-Nov-2020	30-Sep-2020	3	1,225,923	463,805	362,043	360,300	0	2,642,180	- %	29.53%	13.64%	414,784	295.56	294.50	86.86	86.55	0.00	0.00	6.3700	6.35	5.69%	20.94%	30-Sep-2020	14.64	4.95	16.85	2.30	5.93%	0.00%	09-Nov-2020	14.40	4.87	16.58	2.26	6.03%	0.00%
31-Dec-2020	27-Jul-2020	30-Jun-2020	2	1,162,419	446,308	342,312	340,916	0	1,708,914	- %	29.45%	19.95%	276,523	420.37	279.25	123.29	81.90	0.00	0.00	6.1800	4.11	19.93%	4.91%	30-Jun-2020	13.30	3.16	10.79	2.15	9.27%	0.00%	27-Jul-2020	13.54	3.22	10.98	2.19	9.11%	0.00%
31-Dec-2020	23-Apr-2020	31-Mar-2020	1	1,190,366	384,083	285,315	284,253	0	2,629,736	- %	23.97%	10.81%	207,392	573.97	285.96	137.06	68.29	0.00	0.00	12.6800	6.32	-4.59%	-18.67%	31-Mar-2020	24.82	4.32	18.11	1.96	5.52%	0.00%	23-Apr-2020	25.52	4.45	18.62	2.01	5.37%	0.00%
31-Dec-2019	11-Nov-2019	30-Sep-2019	3	1,212,315	388,904	298,903	297,916	0	2,551,691	- %	24.66%	11.68%	207,792	583.43	291.23	143.37	71.57	0.00	0.00	12.2800	6.13	-8.32%	-21.88%	30-Sep-2019	25.00	4.29	17.44	2.04	5.73%	0.00%	11-Nov-2019	25.20	4.32	17.58	2.05	5.69%	0.00%
31-Dec-2019	29-Jul-2019	30-Jun-2019	2	1,243,584	420,836	326,429	324,962	0	2,501,821	- %	26.25%	12.99%	207,792	598.47	298.75	156.39	78.07	0.00	0.00	12.0400	6.01	-7.03%	-17.99%	28-Jun-2019	26.80	4.48	17.14	2.23	5.84%	0.00%	29-Jul-2019	26.04	4.35	16.65	2.16	6.01%	0.00%
31-Dec-2019	23-Apr-2019	31-Mar-2019	1	1,298,596	460,995	351,169	349,522	0	2,651,432	- %	27.04%	13.18%	207,792	624.95	311.96	168.21	83.97	0.00	0.00	12.7600	6.37	-8.35%	-9.61%	29-Mar-2019	27.32	4.37	16.24	2.14	6.16%	0.00%	23-Apr-2019	27.52	4.40	16.36	2.16	6.11%	0.00%
31-Dec-2018	12-Nov-2018	30-Sep-2018	3	1,347,152	502,793	383,452	381,363	0	2,547,535	- %	28.46%	14.97%	207,792	648.32	323.63	183.53	91.61	0.00	0.00	12.2600	6.12	-3.76%	3.26%	28-Sep-2018	26.90	4.15	14.66	2.19	6.82%	0.00%	12-Nov-2018	27.00	4.16	14.71	2.20	6.80%	0.00%
31-Dec-2018	20-Aug-2018	30-Jun-2018	2	1,361,556	522,887	398,614	396,262	0	2,454,029	- %	29.28%	16.15%	207,792	655.25	327.09	190.70	95.19	0.00	0.00	11.8100	5.90	2.48%	15.56%	29-Jun-2018	27.30	4.17	14.32	2.31	6.99%	0.00%	20-Aug-2018	26.82	4.09	14.06	2.27	7.11%	0.00%
31-Dec-2018	24-Apr-2018	31-Mar-2018	1	1,430,859	516,108	388,724	386,685	0	2,616,107	- %	27.17%	14.78%	207,792	688.60	343.74	186.09	92.89	0.00	0.00	12.5900	6.28	4.70%	31.48%	30-Mar-2018	28.20	4.10	15.15	2.24	6.60%	0.00%	24-Apr-2018	28.60	4.15	15.37	2.27	6.51%	0.00%
31-Dec-2017	15-Nov-2017	30-Sep-2017	3	1,398,986	483,497	371,098	369,321	0	2,464,418	- %	26.53%	14.99%	207,792	673.26	336.08	177.74	88.72	0.00	0.00	11.8600	5.92	7.70%	21.69%	29-Sep-2017	27.30	4.05	15.36	2.30	6.51%	0.00%	15-Nov-2017	27.80	4.13	15.64	2.34	6.39%	0.00%
31-Dec-2017	01-Aug-2017	30-Jun-2017	2	1,305,900	441,238	344,315	342,909	0	2,368,834	- %	26.37%	14.48%	207,792	628.46	313.72	165.02	82.38	0.00	0.00	11.4000	5.69	16.59%	18.23%	30-Jun-2017	27.90	4.44	16.91	2.45	5.91%	0.00%	01-Aug-2017	28.20	4.49	17.09	2.47	5.85%	0.00%
31-Dec-2017	25-Apr-2017	31-Mar-2017	1	1,210,218	384,406	295,101	294,109	0	2,439,483	- %	24.38%	12.06%	207,792	582.42	290.73	141.54	70.65	0.00	0.00	11.7400	5.86	-3.09%	5.48%	31-Mar-2017	28.50	4.89	20.14	2.43	4.97%	0.00%	25-Apr-2017	28.90	4.96	20.42	2.46	4.90%	0.00%
31-Dec-2016	21-Nov-2016	30-Sep-2016	3	1,098,204	399,161	303,937	303,481	0	2,306,496	- %	27.68%	13.16%	207,792	528.51	263.82	146.05	72.91	0.00	0.00	11.1000	5.54	4.64%	3.99%	30-Sep-2016	27.50	5.20	18.83	2.48	5.31%	0.00%	21-Nov-2016	26.70	5.05	18.28	2.41	5.47%	0.00%
31-Dec-2016	01-Aug-2016	30-Jun-2016	2	1,060,225	380,761	290,877	290,029	0	2,219,223	- %	27.44%	13.07%	207,792	510.23	254.70	139.58	69.67	0.00	0.00	10.6800	5.33	4.02%	5.36%	30-Jun-2016	26.62	5.22	19.07	2.49	5.24%	0.00%	01-Aug-2016	26.54	5.20	19.01	2.49	5.26%	0.00%
31-Dec-2016	25-Apr-2016	31-Mar-2016	1	1,016,407	375,473	279,626	278,827	0	2,291,951	- %	27.51%	12.17%	207,792	489.15	244.17	134.19	66.98	0.00	0.00	11.0300	5.51	-4.45%	10.89%	31-Mar-2016	26.96	5.51	20.09	2.44	4.98%	0.00%	25-Apr-2016	26.80	5.48	19.97	2.43	5.01%	0.00%
31-Dec-2015	23-Nov-2015	30-Sep-2015	3	989,138	378,172	292,822	291,825	342,857	2,223,379	117.49%	29.60%	13.13%	207,792	476.02	237.62	140.44	70.11	165.00	82.36	10.7000	5.34	6.01%	-1.53%	30-Sep-2015	26.98	5.67	19.21	2.52	5.21%	6.12%	23-Nov-2015	26.20	5.50	18.66	2.45	5.36%	6.30%
31-Dec-2015	24-Aug-2015	30-Jun-2015	2	1,002,612	354,707	276,362	275,278	342,857	2,131,951	124.55%	27.56%	12.91%	207,792	482.51	240.86	132.48	66.13	165.00	82.36	10.2600	5.12	9.48%	4.39%	30-Jun-2015	26.70	5.53	20.15	2.60	4.96%	6.18%	24-Aug-2015	26.82	5.56	20.24	2.61	4.94%	6.15%
31-Dec-2015	27-Apr-2015	31-Mar-2015	1	994,735	327,646	252,507	251,435	498,701	2,185,977	198.34%	25.38%	11.50%	207,792	478.72	238.97	121.00	60.40	240.00	119.80	10.5200	5.25	-9.57%	-8.55%	31-Mar-2015	26.00	5.43	21.49	2.47	4.65%	9.23%	27-Apr-2015	26.80	5.60	22.15	2.55	4.52%	8.96%
31-Dec-2014	26-Feb-2015	31-Dec-2014	4	1,021,844	355,604	279,371	278,030	498,701	2,123,639	179.37%	27.34%	13.09%	207,792	491.76	245.48	133.80	66.79	240.00	119.80	10.2200	5.10	-6.18%	10.40%	31-Dec-2014	24.40	4.96	18.24	2.39	5.48%	9.84%	26-Feb-2015	25.02	5.09	18.70	2.45	5.35%	9.59%
31-Dec-2014	24-Nov-2014	30-Sep-2014	3	1,069,879	386,622	298,012	296,347	370,724	2,111,218	125.10%	27.85%	14.04%	207,797	514.87	257.02	142.61	71.19	178.25	89.06	10.1600	5.07	12.38%	17.15%	30-Sep-2014	26.68	5.18	18.71	2.63	5.35%	6.68%	24-Nov-2014	23.00	4.47	16.13	2.26	6.20%	7.75%
31-Dec-2014	25-Aug-2014	30-Jun-2014	2	1,001,536	354,176	265,352	263,698	370,724	2,194,288	140.59%	26.49%	12.02%	207,792	481.99	240.60	126.90	63.35	178.25	89.06	10.5600	5.27	-4.09%	-16.09%	30-Jun-2014	27.98	5.81	22.05	2.65	4.54%	6.37%	25-Aug-2014	27.32	5.67	21.53	2.59	4.65%	6.52%
31-Dec-2014	28-Apr-2014	31-Mar-2014	1	995,530	366,738	275,911	274,939	214,880	2,283,639	78.16%	27.71%	12.04%	207,792	479.10	239.16	132.31	66.05	103.25	51.62	10.9900	5.49	9.18%	-17.74%	31-Mar-2014	25.10	5.24	18.97	2.28	5.27%	4.11%	28-Apr-2014	25.20	5.26	19.05	2.29	5.25%	4.10%
31-Dec-2013	24-Feb-2014	31-Dec-2013	4	950,222	340,476	252,487	251,831	214,880	2,197,710	85.33%	26.57%	11.46%	208,116	456.58	228.27	121.00	60.50	103.25	51.62	10.5600	5.28	-0.45%	-26.42%	31-Dec-2013	26.00	5.69	21.49	2.46	4.65%	3.97%	24-Feb-2014	25.00	5.48	20.66	2.37	4.84%	4.13%
31-Dec-2013	25-Nov-2013	30-Sep-2013	3	974,140	341,071	252,778	252,969	260,167	2,170,840	102.85%	25.95%	11.65%	208,134	468.03	234.02	121.54	60.77	125.00	62.50	10.4300	5.22	-19.50%	-21.72%	30-Sep-2013	26.60	5.68	21.89	2.55	4.57%	4.70%	25-Nov-2013	26.10	5.58	21.47	2.50	4.66%	4.79%
31-Dec-2013	26-Aug-2013	30-Jun-2013	2	1,070,191	410,798	314,014	314,246	260,167	2,141,701	82.79%	29.34%	14.67%	208,134	514.18	257.09	150.98	75.49	125.00	62.50	10.2900	5.14	-5.98%	-4.19%	28-Jun-2013	28.10	5.46	18.61	2.73	5.37%	4.45%	26-Aug-2013	25.94	5.04	17.18	2.52	5.82%	4.82%
31-Dec-2013	13-May-2013	31-Mar-2013	1	1,060,434	439,402	334,239	334,230	260,167	2,212,467	77.84%	31.52%	15.11%	208,134	509.50	254.75	160.58	80.29	125.00	62.50	10.6300	5.32	-2.34%	-7.29%	29-Mar-2013	27.20	5.34	16.94	2.56	5.90%	4.60%	13-May-2013	27.24	5.35	16.96	2.56	5.90%	4.59%
31-Dec-2012	25-Feb-2013	31-Dec-2012	4	1,183,389	454,239	342,551	342,241	260,167	2,150,026	76.02%	28.95%	15.92%	208,134	568.57	284.29	164.43	82.22	125.00	62.50	10.3300	5.16	5.91%	-8.48%	31-Dec-2012	25.00	4.40	15.20	2.42	6.58%	5.00%	25-Feb-2013	26.30	4.63	15.99	2.55	6.25%	4.75%
31-Dec-2012	26-Nov-2012	30-Sep-2012	3	1,169,497	439,117	323,322	323,151	249,761	2,120,888	77.29%	27.65%	15.24%	208,134	561.90	280.95	155.26	77.63	120.00	60.00	10.1900	5.09	-1.47%	-15.56%	28-Sep-2012	25.00	4.45	16.10	2.45	6.21%	4.80%	26-Nov-2012	25.30	4.50	16.30	2.48	6.14%	4.74%
31-Dec-2012	27-Aug-2012	30-Jun-2012	2	1,300,098	441,115	328,123	327,983	249,761	2,020,983	76.15%	25.24%	16.23%	208,134	624.64	312.32	157.58	78.79	120.00	60.00	9.7100	4.86	-9.02%	-8.08%	29-Jun-2012	25.90	4.15	16.44	2.67	6.08%	4.63%	27-Aug-2012	27.00	4.32	17.13	2.78	5.84%	4.44%
31-Dec-2012	14-May-2012	31-Mar-2012	1	1,458,672	477,326	360,553	360,502	249,761	2,066,773	69.28%	24.72%	17.44%	208,134	700.83	350.42	173.21	86.60	120.00	60.00	9.9300	4.97	-3.60%	19.57%	30-Mar-2012	24.98	3.56	14.42	2.52	6.93%	4.80%	14-May-2012	25.00	3.57	14.43	2.52	6.93%	4.80%
31-Dec-2011	20-Feb-2012	31-Dec-2011	4	1,398,386	491,541	373,586	373,951	249,761	1,996,007	66.79%	26.72%	18.73%	208,134	671.87	335.93	179.67	89.83	120.00	60.00	9.5900	4.80	-2.29%	41.48%	30-Dec-2011	19.00	2.83	10.58	1.98	9.46%	6.32%	20-Feb-2012	22.76	3.39	12.67	2.37	7.89%	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, 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

BudiLee meaning on 25/04? that's the last day to buying this stock before the ex date

19/04/2024 2:56 PM

GS all-time High

19/04/2024 2:57 PM