Guruvaran Gunalan
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A decade ago, KFIMA manufacturing segment was the key driver for the group due to its supply of travel documents. Unfortunately it lost this lucrative supply contract and the group business suffered so that it did not achieved any revenue growth over the past 12 years.
But the Group had managed to offset this by growing the business in the 3 other segments – Plantation, Food, and Bulking. The returns with the current business profile have yet to reach the levels of...
But the Group had managed to offset this by growing the business in the 3 other segments – Plantation, Food, and Bulking. The returns with the current business profile have yet to reach the levels of...
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$JPG (5323.BMS)$ how about dividend allocation and when it will be available?
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Guruvaran Gunalan
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$JPG (5323.BMS)$ A gentle reminder that the Johor sultan will be coronated as Agong this weekend. All Johor shares expected to soar.
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Guruvaran Gunalan
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Guruvaran Gunalan
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Hi mooers!
JPG is about to start trading officially, what's your take on this? 🤔
Johor Plantations Group is a leading upstream oil palm plantation company operating primarily in Johor. As of November 10, 2023, the group manages 23 plantations with a total land bank of 59,860 hectares, of which 55,982 hectares are planted with oil palms. This IPO aims to raise funds for expansion into downstream plantation operations, repayment of bank loans, ...
JPG is about to start trading officially, what's your take on this? 🤔
Johor Plantations Group is a leading upstream oil palm plantation company operating primarily in Johor. As of November 10, 2023, the group manages 23 plantations with a total land bank of 59,860 hectares, of which 55,982 hectares are planted with oil palms. This IPO aims to raise funds for expansion into downstream plantation operations, repayment of bank loans, ...
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Guruvaran Gunalan
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$SOP (5126.BMS)$
SARAWAK OIL PALMS, SOP is a planting company from East Masarawak, and the largest shareholder is Shin Yang Plantation.
In 2016, SOP acquired more shares in subsidiaries through bank loans and additional shares to increase the profit contribution of the planting business. Although the price of palm oil was not high at the time, the company was able to maintain profits and wait for spring to arrive.
Beginning in 2020, palm oil prices continued to rise to a peak of RM8,000 in 2022. Although the price has declined since then, it has remained between RM3,500 and 4,500 for the past year, which is far better than before the pandemic. As a result, I have earned close to RM1,400 mil in the past 4 years, which is an explosive level of profit.
From the chart, you can see that SOP's bank loans continued to decline and eventually became net cash Net Cash, which reached RM846 mil. The company has no place to expand in the short term, because of the new planting site and the very, very limited, at most, only proper replanting.
If the company does not increase dividends in the next few years, it will not be difficult for net cash to reach RM1,000 mil. It could be the next cash cow, similar to HLIND. The profit of plantation stocks still depends on the price of palm oil, but if SOP wants to maintain a net profit of RM250 - 350 mil, it should still be possible.
The more you grow high-dividend stocks...
SARAWAK OIL PALMS, SOP is a planting company from East Masarawak, and the largest shareholder is Shin Yang Plantation.
In 2016, SOP acquired more shares in subsidiaries through bank loans and additional shares to increase the profit contribution of the planting business. Although the price of palm oil was not high at the time, the company was able to maintain profits and wait for spring to arrive.
Beginning in 2020, palm oil prices continued to rise to a peak of RM8,000 in 2022. Although the price has declined since then, it has remained between RM3,500 and 4,500 for the past year, which is far better than before the pandemic. As a result, I have earned close to RM1,400 mil in the past 4 years, which is an explosive level of profit.
From the chart, you can see that SOP's bank loans continued to decline and eventually became net cash Net Cash, which reached RM846 mil. The company has no place to expand in the short term, because of the new planting site and the very, very limited, at most, only proper replanting.
If the company does not increase dividends in the next few years, it will not be difficult for net cash to reach RM1,000 mil. It could be the next cash cow, similar to HLIND. The profit of plantation stocks still depends on the price of palm oil, but if SOP wants to maintain a net profit of RM250 - 350 mil, it should still be possible.
The more you grow high-dividend stocks...
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