【SOP 5126 交流专区】 砂拉越油棕

nicholas-oel

我注意到這只股的面值不錯。。P／E低。。EARNING／CAPITALSPEND高。。

toyo18

我比较喜欢TDM和RSAWIT！

nicholas-oel

Sarawak Oil Palms Berhad is a Malaysia-based company engaged in the cultivation of oil palms and the operations of palm oil mills in Malaysia.

During the year ended December 31, 2009, the Company planted a total of 54,252 hectares of oil palms, of which 31,766 hectares were mature and 22,486 hectares were immature. In 2009, the Company produced 663,50 tons, 225,056 tons, 45,562 tons of fresh fruit bunches (FFB), crude palm oil (CPO) and palm kernels, respectively.

In August 2009, the Company completed the acquisition of the entire issued share capital of SOP Properties Sdn Bhd., which owned 11.454 hectares of land in Miri for property development.

Shayne Heffernan has upgraded the 2011 growth target for Palm Oil.

So far Palm oil has rallied strongly this year, headed for its second straight annual advance, on optimism that rising demand in China may strain global supplies curbed by rain and drought in producing nations.

Global demand for eight vegetable oils will exceed output for the first time in eight years in 2010- 2011 and China’s import reliance is at “an alarming level,” Oil World said in a Nov. 19 report.

Heavy rains caused by a La Nina weather event have reduced oil-palm yields in Indonesia and Malaysia, the top producers.

La Nina has also caused drought that curbed South American planting of soybeans, the rival edible oil, threatening global edible oil supplies and driving prices higher.

Malaysia’s production dropped 1 percent to 14.3 million tons in the first 10 months of the year, according to data from the nation’s palm oil board.

February-delivery futures rose as much as 1.3 percent to 3,640 ringgit, a 29-month high, and traded at 3,617 ringgit at 12:13 p.m. on the Malaysia Derivatives Exchange.

China, the biggest user of commodities, has pledged to control prices by cracking down on the use of bank credit to speculate in agricultural markets and by selling soybeans and vegetable oil from state reserves.

The biggest buyer of soybeans is expected to import 57 million tons in the year from Oct. 1, up 13 percent from a year ago, the U.S. Department of Agriculture data show.

Imports may exceed 14.2 million tons from October through December, up 4 million tons from a year earlier, Oil World said this week.

~我不是我~

这支 我从去年 RM2.5左右 观察到现在

paulkiing

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本人以经把剩下的资金都投资在这股，砂拉越油棕有限公司（SOP，5126，种植组）

买入理由是

1。第1财季到31/3/2011，一共获得5554万5000令吉的净利，较去年同期的2367万7000令吉增加逾倍。
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2。   在税前盈利方面，按年由3528万7000令吉狂飙至8168万9000令吉。
3。   至于营业额则录得2亿3848万4000令吉，较前期的1亿4510万4000令吉有进步。

我找不出什么理由我不买入这股。这股投机还是投资都是没问题的。

~我不是我~

一年前买了

cyruschang

Dividend看起来很低！！！有什么原因吗？

paulkiing

有什么原因吗？TOMORO all can WAIT FOR $ COME

paulkiing

$$$$$COME回复 2# ~我不是我~

junhy

终于见到有人介绍这只股了。我06年尾买进这只股，分红后又买了一些。
不常见到报章介绍这只股，股评也的确很少
不过我一直留着这只第一次买的股也是因为公司的发展。它只属于小型的
种植股， 一年只有区区的两， 三巴仙的股息，大部分赚到的都拿去买地，
买油棕树。不过我想那也好，这几年的地库和油棕树一直在增加，要成熟
的油棕树一年比一年多。等到全部地库种完， 也是我乘凉的时候了。
虽然这只股升的比较慢，不过肯定是不会比大型种植股差。

paulkiing

做么会跌的？-0。07？没理由啊？难道像TENAGA那样先跌然后好息后大起？？

paulkiing

来是还没在BURSA MAKE ANNOUNMENT FOR第1财季到31/3/2011净利应该今天或明天会MAKE ANNOUNMENT 了

大悲咒

回复 8# paulkiing


    12/5 已经announce 了。业绩如 lz 所介绍的一样。

个人认为股价不动是因为最近才刚到期的凭单转换和一系列的雇员售股有关。

发红股前也买了一些，无论如何这是受长期看好的好股。

toyo18

常青油棕1送1紅股

2011-05-27 21:30

（吉隆坡27日訊）常青油棕（RSAWIT,5113,主板種植組）計劃以1配3比例發售附加股，融資最高3億9千255萬1千令吉作營運資本和償還貸款，過後以1送1比例配送紅股回饋股東。

該公司發文告表示，進行附加股計劃主要考量改善流通性和財務彈性、為股東提供以折價買進新股機會，以及強化市場流通性等因素，而紅股計劃則是回饋股東的支持，並擴大股本更好的反映公司現有營運和資產。

根據計劃，常青油棕建議以1配3比例發售4億9千零68萬9千354股附加股，發售價稍後決定。

以每股80仙參考發售價估計，附加股計劃籌措最高3億9千255萬1千令吉，其中2億9千620萬令吉將用來償還貸款、9千485萬1千令吉則用於營運資本和收購砂拉越州財政秘書處收購3家聯營子公司的其餘15%股權，其餘150萬令吉則為企業活動成本。

paulkiing

我比较喜欢TDM和RSAWIT！
toyo18 发表于 9-3-2011 12:27 PM

SOP不错噢。全部人跌它在升。TDM同样是种植股，但它连跌三天了。

toyo18

SOP不错噢。全部人跌它在升。TDM同样是种植股，但它连跌三天了。
paulkiing 发表于 30-5-2011 05:41 PM

连跌三天有什么问题吗？

paulkiing

大问题。。。。人的种植股升升升。。。TDM

batukawan

这股不错啊，现金丰厚，管理层能力好，在其他种植公司
成长放缓的同时，这个就积极发展(鲜果产量对比去年超过
50%)，买来收着十年，肯定 huat 啊

toyo18

大问题。。。。人的种植股升升升。。。TDM
paulkiing 发表于 30-5-2011 08:18 PM

哈哈..这样也算理由！你是行的..

paulkiing

我讲的没错吧？RSAWIT，101CORT，SUBUR，SOP起起起！！！TDM呢？   
今天SOP起到RM3。67 HIGH RM3。72。已破了RM3。70 BASE LINE 应该会有所动作吧？请参考下图
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