BPLANT Stock Forum

The acquisition is timely for KTPC, whose land bank is shrinking, and is seen as a necessity for future developments. The deal would also help Boustead Holdings and LTAT, which are in need of funds to service their debts.

I just received my Independent Advice Circular on the mandatory takeover offer for Boustead Plantation.
The thing that stood out was that the Revised Asset Value of Boustead Plantation was estimated at RM 2.60 per share. Contrast this with its Book Value of RM 1.29 per share. You can see that the Revised Asset Value is double the Book Value
Going by this metric, can you take the Book Value of all the Bursa Plantation companies as the flo...

Malacca Securities advised shareholders to monitor BPlant's share prices, possibly selling if they exceed the offer price. They warned market prices for BPlant shares may not maintain post-closing date and large shareholders may struggle to realize investments at these prices.

A decade ago, Kretam ROE underperformed those of my 2 reference Bursa plantation companies – Bplant and KLK. But over the past 2 years, Kretam had caught up with them and even surpassed that of BPlant.
But I was dissuaded from digging further into Kretam when I found the following ROE vs price trend.
I think that the market had priced in the improvements. What do you think?

Good morning mooers! Here are things you need to know about today's market:
●US stocks slip as investors await jobs report
●Malaysia attracted RM225bil of approved investments in first nine months of 2023
●Recovery forecast on planters for 2024
●Stocks to watch: MyEG, Sime Darby, Gamuda, IOI Prop
-moomoo News MY
Wall Street Summary
US stocks fell as investors await confirmation that the job market is cooling enou...

UBS's heavy investment in Boustead Plantations and the company's upswing in financial health could bode well for BPlant's market value and standing. Keep an eye on future shifts in share ownership and financial changes for potential stock price influence.

I recently received the Offer Notification for my BPlant shares.
I bought the shares years ago and started selling in middle of the year when the share price started to go up.
At that juncture, I did not have any idea that it was going to be taken over by KLK. Anyway, by the time KLK announced the takeover at RM 1.55 per share, I already had sold off more than 90% of them. Yes, I left lots of money on the table.
Then came the termin...

From a ROE perspective, the return of Hap Seng is in between that of KLK and BPant. It is better than BPlant but not as good as KLK. These are my 2 reference Bursa Plantation companies where I have detailed fundamental analysis.
The comparative ROE trend and share price trend shows a good link. Prices are currently low relative to the ROE. If you are hunting for stocks with price-fundamental discrepancy to invest in, this is one company worth a deeper loo...

Harn Len is a Bursa Plantation company.
From a fundamental perspective, Harn Len ROE is more volatile that that of my 2 Bursa plantation reference companies – Bplant and KLK. Worst still over the past 7 years, there was only 1 year that Harn Len did better than either of them.
From a share price perspective, I think the market price has run ahead of its ROE. Unless you are a speculator, you should be worried about this pattern.