【THPLANT 5112 交流专区】TH种植

段誉

最近在等mhc bonus shares + warrant issue...哈哈

欧基巴拉

回复 57# 我是木匠


   hapseng在1.65就进场了。。。还赚了点股息。。没看头的话。。就把它卖了！

ssbunny

跌了0.18

ssbunny

竟然登入。。十大暴跌排行榜。。。如今是2.63。。希望收市能够反弹一些！
欧基巴拉 发表于 25-4-2012 03:49 PM

  竟然排第2

ssbunny

之前行家还说是“抗跌股”。。看来是“豆腐股”。。不堪一击！
欧基巴拉 发表于 25-4-2012 03:56 PM

   就是哦

人生蜕变

MIDF Research lowered its call on Malaysia's plantation firm TH Plantations Bhd to "trading sell" from "neutral" on the back of lower earnings due to higher labour and fertilizer costs.

In a research note on Wednesday, MIDF said higher costs and lower crude palm oil (CPO) prices dragged down TH Plantations' earnings in the first quarter this year by 40 percent on year, and as much as 65 percent on quarter to RM13.07 million (US$4.26 million).

MIDF cut its FY12 and FY13 earnings forecast for the planter by 41 percent and 33 percent respectively on lower profit margin assumptions.

"We do not expect TH Plant's earnings to recover swiftly in subsequent quarters in FY12 as crude palm oil price is downtrending and production is expected to stay flat," the broker said.

MIDF also revised its target price for the company to RM2.12 from RM3.00.

As of 10.05am Malaysian time, TH Plantations' shares fell 1.07 percent. -- Reuters


大逃亡~~~

我是木匠

MIDF Research lowered its call on Malaysia's plantation firm TH Plantations Bhd to "trading sell" fr ...
人生蜕变 发表于 25-4-2012 04:22 PM

照这样说法明天还有得跌呢！！！这些基金有时候会害死人的。。。
到时候又不知道有多少人要住洋楼了。。。。


对于我来说又是一个机会了

我是木匠

回复  我是木匠


   hapseng在1.65就进场了。。。还赚了点股息。。没看头的话。。就把它卖了！
欧基巴拉 发表于 25-4-2012 03:36 PM

对于hapseng我有信心！在6块多的时候已经有2粒了。。。
过后一拆3在送附加股的。
而且也拿了几次股息。很不错。
最近公司本身一直在买回自己的股票，应该是有好消息公布了。

我是木匠

可是就要套住一阵子哦 上下是平常事，
可是我研究他半年了，也没有跌倒那么厉害，
上半场就跌 ...
ssbunny 发表于 25-4-2012 12:51 PM

有时候研究太久了，又不进场太三心两意了。。。。
不要紧的，就当作长期投资咯。。。我还会在进的这支股，
到时候一起住洋楼。

williamnkk81

这家公司不错的。。。今天开股东大会了。。。

段誉

对，别人看到恐慌，我们看到机会。有本事，就跌到RM2.02看看，我就吃的够。。

ssbunny

2012/04/25
TH Plantations Bhd, in a move to expand its land bank, is planning to acquire 19,782 hectares of oil palm plantation land in Sarawak and in East Kalimantan for RM92 million.

With the exercise, the group's land bank would increase to 59,154 hectares from its present 39,372 hectares, said chief executive officer Datuk Zainal Azwar Zainal Aminuddin.

"For the land acquisition in Sarawak, we are targeting for end-May, and end-August for (the acquisition in) East Kalimantan.

"We've an appetite for more land bank expansion and are eyeing another 20,000 hectares of plantation land, also in Sarawak and in Kalimantan, and this will bring our total land bank to 70,000 hectares by 2015," said Zainal Azwar.


Speaking to reporters after the company's annual general meeting, Zainal Azwar, who is also TH Plantations executive director, said the acquisition would be satisfied by internally-generated funds.

He said the plantation land being acquired would reach maturity between three and four years and was expected to contribute to group's earnings thereafter.

On projected fresh fruit bunches (FFB) growth, Zainal Azwar said it was projected to increase by between eight and 10 per cent this year.

Meanwhile, chairman Tan Sri Dr Yusof Basiron said palm oil prices were expected to remain firm over the next six to seven months as soyoil supply remained tight because of the South American soyabean drought.

"We are now fetching between RM3,400 and RM3,500 per tonne for this period, as predicted and going forward, it depends on how the severity of the soybean shortage will play out," he said.

"Malaysia hopes to supply approximately 19.3 million tonnes of palm oil for this year compared with 18.9 million tonnes recorded last year," he added. -- BERNAMA








我希望明天不会再跌咯

我是木匠

2012/04/25
TH Plantations Bhd, in a move to expand its land bank, is planning to acquire 19,782 hec ...
ssbunny 发表于 25-4-2012 07:20 PM

有华文版么。。。。英文的看到头都晕！

ssbunny

[quote]有华文版么。。。。英文的看到头都晕！

我是木匠 发表于 25-4-2012 08:23 PM



不懂哦。。

我是copy在google translate paste 翻译哦

段誉

TH冀扩大地库　晋陞中型种植公司

財经 2012年4月25
(吉隆坡25日讯）TH种植（THPLANT，5112，主板种植股）希望通过增购土地，將地库面积扩大至5万公顷以上，晋陞为中型种植公司。

TH种植首席执行员拿督再纳亚斯瓦表示：「我们正计划购入2片分別位於印尼东加里曼丹及砂拉越，总面积达1万9782公顷的土地。一旦收购活动完成，TH种植的地库面积將从原有的3万9372公顷，增至5万9154公顷。」

他续称，若一切顺利，东加里曼丹及砂拉越的收购活动料將分別在8月杪及5月杪完成。

同时，再纳亚斯瓦披露：「这2项土地收购活动预计耗资9200万令吉，资金將由內部筹得。而总值4亿9500万令吉的种植开发费用则將通过30%的股本及70%的贷款比例筹集。」

去年KPI全面达標
该公司2011財政年的关键表现指標（KPI）皆全面达標。其中，TH种植的股本回酬率（ROE）达21.95%，比19%的目標来得稍高。此外，鲜果串（FFB）產量也超越每公顷22.03公吨的目標，至每公顷22.39公吨。不仅如此，该公司的股息派发率亦达50.8%，並在今日的股东大会上通过分发每股12.50仙一次过股息的议案。

无论如何，该公司设下的2012財政年关键表现指標与其2011財政年的目標並无太大出入，股本回酬维持在19%、每公顷22公吨的鲜果串產量及50%的股息派发率。

TH种植独立非执行主席丹斯里尤索夫在隨后的记者会上披露：「美国大豆油產量紧缩，將让原棕油价格持稳。」尤索夫补充，原棕油价格在未来的6至7个月內料不会有太大的波动，同时估计价格將维持在每公吨3400令吉至3500令吉的水平之间。

尤索夫称：「大马今年的原棕油產量料达1930万公吨，比去年的1890万公吨要多。」他认为，大马的原棕油產量仍足以应付全球的需求量，因目前大马的供应量並没有太大的变化。

提及印尼的棕油出口税时，他表示：「印尼目前的棕油出口税让该国的棕油业者获益，而我们也等待政府推出新政策及措施，以助提高大马棕油业者竞爭力。」

再纳亚斯瓦披露：「目前我们所面对的挑战是收益率不稳定的风险，其波动范围在10%至15%左右。同时，劳工成本亦为我们带来部份影响。惟这些风险都在我们的控制范围內。」

TH种植2011財政年的业绩表现不俗。其中，该公司的税后净利按年取得38.1%的成长，至1亿4980万令吉。而营业额亦按年上涨18.8%，达4亿3480万令吉。同时，其每股净利也从18.32仙，上扬至24.52仙。另外，该公司的鲜果串產量亦按年扬升10.6%，至51万3276公吨。

儘管TH种植的棕油搾取率（OER）有稍微下滑的趋势，但再纳亚斯瓦表示有信心棕油搾取率將在今年回升。

东方日报
http://www.orientaldaily.com.my/index.php?option=com_k2&view=item&id=6601:th&Itemid=198

APULA

我的最爱TH Plant....2008买进RM1.54到现在 (10Lot)
APULA 发表于 26-3-2012 11:12 PM

     等你等到我心痛

欧基巴拉

其实看它的交易量不是很大。。跌幅却是那么大～希望。。明天会反弹～

欧基巴拉

今天终于反弹。。看来是市场过敏。。人家丢票。。后面就恐慌了。。孰不知后面的金主在收票～。。赚个满堂彩，，，

欧基巴拉

昨天进场。。今天就赚钱哦。。低至2.63.。今天2.7X
买入10lot.。就可以上餐馆用饭喽～

APULA

今天应该冲不破2.75，好像有人撑着2.70的价位
ssbunny 发表于 26-4-2012 12:09 PM

    EPF