【THPLANT 5112 交流专区】TH种植

石黑龙

APULA 发表于 10-4-2014 09:55 PM
TH种植营业额上涨
                                                                                                                                                                                                                                                                                         （吉隆坡10日讯）TH种植有限公司（THPLANT，511 ...

谢谢APULA大哥的分享哦！不过这样好的局势会维持多久呢？

APULA

TH種植擬50%淨利回饋股東
企業財經22 Apr 2014 17:29
http://www.chinapress.com.my/node/519843

（吉隆坡22日讯）TH种植（THPLANT，5112，主要板种植）冀望2014财年，将半数税后归属股东净利（PATAMI，简称净利）当作股息派发给股东。
　
TH种植向马证交所报备2014财年的关键绩效指标（KPI），透露计划将50%净利当作股息回馈股东。该公司也建议派发每股3.62仙终期股息，不过有关股息仍有待股东通过。

该公司指出，将考量现金、负债率、股本回酬、保留盈余、营运资本、资本开销，以及投资计划因素，来决定未来的股息派发率。

同时，该公司亦设下6%股本回酬，以及油棕树鲜果串（FFB）每公顷22.4公吨收益的目标。

根据报备文件，TH种植在土地扩充计划下，将额外增加3万公顷土地，强化公司成为中型种植公司的地位。

目前，该公司已在砂拉越收购6514公顷油棕种植土地，完成地库扩充目标的22%。

展望未来，TH种植将继续关注于持续性发展业务，冀通过降低生产成本，提高油棕树鲜果串收益和棕油平均榨取量（OER），以加强财务表现。

Type	Announcement
Subject	OTHERS
Description	TH PLANTATIONS BERHAD’S HEADLINE KEY PERFORMANCE INDICATORS
TH Plantations Berhad (“THP” or “Company”) wishes to announce its performance for financial year (“FY”) ended 31 December 2013 against targets and its headline Key Performance Indicators (“KPIs”) for FY ending 31 December 2014. These headline KPIs have been set and agreed by the Board of Directors of THP, as part of the broader KPI framework that THP has in place, as prescribed under the Government Linked Companies Transformation Programme, and is disclosed on a voluntary basis. These headline KPIs are targets or aspirations set by the Company as a transparent performance management practice. These headlines KPIs shall not be construed as either forecasts, projections or estimates of the Company or representations of any future performance, occurrence or matter as the headline KPIs are merely a set of targets or aspirations of future performance aligned to the Company’s strategy. Performance of FY2013 Headline KPIs KPIs 2013 (Target) 2013 (Audited Group Results) 1. Return On Equity (“ROE”) 6.50% 5.47% 2. Fresh Fruit Bunches (“FFB”) yield 20.50 mt/ha 23.86 mt/ha 3. Dividend To distribute approximately 50% of Group’s Annual PATAMI First and final single tier dividend per ordinary share of 3.62 sen (subject to shareholders’ approval). THP Group recorded a sustainable progress in 2013 as we delivered on our commitments to reshape the Group amidst the challenging ambience of the plantation industry. We have exceeded the targeted FFB yield per ha by 16.39% to 23.86 mt/ha and recommended a dividend of 3.62 sen which is in line with THP Group’s sustainable dividend policy of distributing approximately 50% of PATAMI. However, the ROE achieved was 5.47% against a target of 6.50% due to corporate exercises undertaken that involved equity which resulted in a higher shareholders’ fund and softer earnings mainly attributed to lower commodity prices. Target Headline KPIs for FY2014 KPIs 2014 (Target) 1. ROE 6.0% 2. FFB yield 22.40 mt/ha 3. Dividend To distribute approximately 50% of Group’s Annual PATAMI Medium Term Headline KPIs (FY2013- FY2015) Driven to undertake new and strategic land bank expansions of an additional 30,000 ha to strengthen THP Group’s position as a medium size plantation company. As at todate, we have acquired 6,514 ha of oil palm plantation in Sarawak translating into 22% of the targeted land bank expansions. Barring unforeseen circumstances, we are optimistic to achieve the target by FY2015. Commentary of Headline KPIs We are concentrating on the Key Growth Nodes, the Group-wide business sustainable initiatives in maximizing value from our operations. Moving forward, the Group will remain focused on the sustainable business initiatives aimed to achieve higher FFB yields and Oil Extraction Rate on the back of lower production cost in order to optimize our financial performance. It is the policy of our Directors in recommending dividends to allow shareholders to participate in the profits of our Group as well as retaining adequate reserves for the future growth of our Group. THP will take into consideration among others the Group’s level of cash, gearing, return on equity, retained earnings, working capital requirements, projected levels of capital expenditure, investment plans and its financial position in recommending and determining the level of dividend payments if any, in any particular financial year or period. This announcement is dated 22 April 2014

APULA

TH PLANTATIONS BERHAD

EX-date	28/05/2014
Entitlement date	30/05/2014
Entitlement time	04:00:00 PM
Entitlement subject	First and Final Dividend
Entitlement description	A first and final single tier dividend of 3.62 sen per ordinary share
Period of interest payment	to
Financial Year End	31/12/2013
Share transfer book & register of members will be	to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	SYMPHONY SHARE REGISTRARS SDN. BHD. Level 6, Symphony House Pusat Dagangan Dana 1 Jalan PJU 1A/46 47301 Petaling Jaya Selangor Darul Ehsan Tel No.: 03 7841 8000 Fax No.: 03 7841 8008
Payment date	16/06/2014
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	30/05/2014
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicator	Currency
Currency	Malaysian Ringgit (MYR)
Entitlement in Currency	0.0362

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31/03/2014

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/03/2014	31/03/2013	31/03/2014	31/03/2013
		$$'000	$$'000	$$'000	$$'000

1	Revenue	124,246	89,453	124,246	89,453
2	Profit/(loss) before tax	11,875	5,049	11,875	5,049
3	Profit/(loss) for the period	8,303	6,249	8,303	6,249
4	Profit/(loss) attributable to ordinary equity holders of the parent	5,615	3,209	5,615	3,209
5	Basic earnings/(loss) per share (Subunit)	0.64	0.44	0.64	0.44
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	0.00	0.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	1.3600		1.3500

APULA

Profit..........多一倍！

icy97

厄尔尼诺若来袭　TH棕油產量跌15%

财经 2014年5月27日
（ 吉隆坡27日讯）TH种植（THPLANT，5112，主板种植股）预计厄尔尼诺將影响该公司棕油產量下跌10至15%，並认为该负面影响將反映在2015年起的业绩。       

该公司首席执行员兼执行董事拿督再纳亚斯瓦今天在股东常年大会后，向媒体表示，隨著多位分析员以及相关专家预计厄尔尼诺將在6月杪降临，管理层已对此做出最坏的打算。不过，公司业务仍然不会受到太大的影响。

他说，基於近期有下雨，因此仍保持乐观，而厄尔尼诺若真的袭击大马，虽然將会直接影响市场棕油供应，而推高棕油价格，但预测影响並不大。

此外，他透露，公司今年的目標產量为平均每公顷22公吨，公司產量在2012年达到每公顷23.86公吨，写下上市以来最高水平。

为了达到最佳的营运效率和提高净赚幅，公司还会以生產量为前提；但是，基于目前的地库足以让该公司忙碌，因此，再纳亚斯瓦表示，这3年內公司不会收购新地库，反而会专注在原油棕提炼油厂。针对棕油厂，他表示，公司今年1亿零500万令吉的资本支出，大部份將用在砂拉越民都鲁的新厂建设，並预计在两年內完工和投入运作。

TH种植在今天的股东大会通过3.62仙的单层中期股息派发议案。【东方网财经】

APULA

TH种植派发伊债予朝圣基金
财经 2014年6月10日
http://www.orientaldaily.com.my/index.php?option=com_k2&view=item&id=121205:th&Itemid=198

（吉隆坡10日讯）TH种植（THPlant，5112，主板种植股）在10日发行另外4000万股伊斯兰债券，予控股公司朝圣基金局。

这是该公司10亿令吉伊斯兰债券计划的一部份。

这项为期12年的债券，将在2016年到期，每年盈利率为6.10%。

这计划下取得的净收益，将用作融资一般的企业活动。

Type	Announcement
Subject	OTHERS
Description	TH PLANTATIONS BERHAD ("THP" or the "Company") Sukuk Murabahah Programme of up to RM1.0 Billion in Nominal Value with Lembaga Tabung Haji ("Sukuk Murabahah Programme - RM1.0 Billion")
We refer to our announcement dated 30 October 2012 in relation to the Sukuk Murabahah Programme - RM1.0 Billion. THP is pleased to announce that the Company has on 10 June 2014 issued another RM40.0 million of Sukuk Murabahah under the Sukuk Murabahah Programme - RM1.0 Billion to its holding company, Lembaga Tabung Haji, as follows: Aggregate Nominal Value Maturity Date Tenure Profit Rate RM40,000,000.00 10 June 2026 12 years 6.10% per annum The net proceeds raised from the issuance of the Sukuk Murabahah will be utilised to finance general corporate purposes of the Company and/or its subsidiaries. This announcement is dated 10 June 2014.

APULA

TH種植次季淨利升184%
2014-08-20 11:04
http://biz.sinchew.com.my/node/100498?tid=6

（吉隆坡19日訊）棕油價格上漲及產量增加帶動，TH種植（THPLANT,5112,主板種植組）截至2014年6月30日第二季淨利從前期的710萬4千令吉上升183.67%至2千零15萬2千令吉，首半年飆升149.85%至2千576萬7千令吉，去年同期為1千零31萬3千令吉。

第二季營業額為1億3千258萬9千令吉，按年增長38.39%，首半年營業額上升38.64%至2億5千683萬5千令吉。

根據公司文告指出，公司營業額上升主要是棕油鮮果串產量提高了5%，進而使原棕油量提昇14%，原棕油平均售價每公噸上升17%至2千524令吉。

公司首席執行員拿督再納阿茲華表示，近期原棕油價格下跌，將在接下來的季度帶來衝擊，公司將會密切留意相關的情況並擬定策略務求將影響降到最低，並充份利用現有的地庫，創造更好的價值以回饋股東。（星洲日報／財經）

5112                 THPLANT                 TH PLANTATIONS BHD

Quarterly rpt on consolidated results for the financial period ended 30/6/2014

Quarter: 2nd Quarter Financial Year End: 31/12/2014 Report Status: Unaudited Submitted By: Current Year Quarter Preceding Year Corresponding Quarter Current Year to Date Preceding Year Corresponding Period 30/06/2014 30/06/2013 30/06/2014 30/06/2013 RM '000 RM '000 RM '000 RM '000 1 Revenue 132,589 95,805 256,835 185,258 2 Profit/Loss Before Tax 21,442 7,430 33,317 12,479 3 Profit/Loss After Tax and Minority Interest 20,152 7,104 25,767 10,313 4 Net Profit/Loss For The Period 26,505 10,467 34,808 16,716 5 Basic Earnings/Loss Per Shares (sen) 2.28 0.81 2.92 1.18 6 Dividend Per Share (sen) 0.00 0.00 0.00 0.00 As At End of Current Quarter As At Preceding Financial Year End 7 Net Assets Per Share (RM) 1.3400 1.3500

APULA

TH 种植 园丘趋成熟净利看涨
股市 行家论股  2014-08-21 12:30
http://www.nanyang.com/node/643583

目标价：2.50令吉

最新进展
TH种植（THPLANT，5112，主板种植股）次季营业额按年扬38.4%，达1亿3260万令吉，归功于鲜果串及原棕油销售走高。

次季原产品价格走强，也推动营业额攀扬。

虽然成本高企，惟净利仍高涨184%，达2020万令吉；上半年税前盈利增长57%，报8710万令吉。

行家建议
随着TH种植的园丘趋近成熟，我们正面看待净利增长前景。

不过，由于早前下调了原棕油价格预测，该公司今明财年的净利预测，也随之下修3.7%和6.0%。

由于该公司约有51%园丘的树龄介于4至9岁，加上未来会有更多种植园进入高收益期，我们仍看涨该股。

维持“买进”的投资评级，目标价格则下调至2.50令吉。

分析：MIDF 研究

line^^

为什么突然跌？现在可以买进吗？

APULA

line^^ 发表于 5-9-2014 04:57 PM
为什么突然跌？现在可以买进吗？

油種价跌，<rm1.80 可以买进。。。

jacky_86500

APULA 发表于 5-9-2014 07:03 PM
油種价跌，

瓦老，现在才发现你有这支。。。那么我就要卖掉focus来买这支。。。起码有不错的股息。。。

khokhokho

jacky_86500 发表于 5-9-2014 07:38 PM
瓦老，现在才发现你有这支。。。那么我就要卖掉focus来买这支。。。起码有不错的股息。。。

股息 ?

jacky_86500

khokhokho 发表于 5-9-2014 07:59 PM
股息 ?

怎么了前辈，这支不是有给股息的（Dividend）？？？
明白了，很少对不对？

APULA

jacky_86500 发表于 5-9-2014 08:05 PM
怎么了前辈，这支不是有给股息的（Dividend）？？？
明白了，很少对不对？

前几年就給多。。。。

jacky_86500

APULA 发表于 5-9-2014 08:21 PM
前几年就給多。。。。

只是近年买圜丘，这两年棕油价格一直南下，今天跌破1.80，看来。。有钱就去排1。680我的目标价位。。。

APULA

jacky_86500 发表于 5-9-2014 08:33 PM
只是近年买圜丘，这两年棕油价格一直南下，今天跌破1.80，看来。。有钱就去排1。680我的目标价位。。。
...

5254 也不錯。。。。

APULA

5112    THPLANT    TH PLANTATIONS BHD

Quarterly rpt on consolidated results for the financial period ended 30/9/2014

Quarter: 3rd Quarter Financial Year End: 31/12/2014 Report Status: Unaudited Submitted By: Current Year Quarter Preceding Year Corresponding Quarter Current Year to Date Preceding Year Corresponding Period 30/09/2014 30/09/2013 30/09/2014 30/09/2013 RM '000 RM '000 RM '000 RM '000 1 Revenue 133,314 130,146 390,149 315,404 2 Profit/Loss Before Tax 18,628 27,763 51,945 40,242 3 Profit/(loss) attributable to ordinary equity holders of the parent 12,111 15,418 37,878 25,731 4 Net Profit/Loss For The Period 16,531 19,130 51,339 35,846 5 Basic Earnings/Loss Per Shares (sen) 1.37 1.75 4.29 2.93 6 Dividend Per Share (sen) 0.00 0.00 0.00 0.00 As At End of Current Quarter As At Preceding Financial Year End 7 Net Assets Per Share (RM) 1.3600 1.3500

icy97

Type	Announcement
Subject	OTHERS
Description	TH PLANTATIONS BERHAD ("THP" or the "Company") Sukuk Murabahah Programme of up to RM1.0 Billion in Nominal Value with Lembaga Tabung Haji ("Sukuk Murabahah Programme - RM1.0 Billion")
We refer to our announcement dated 30 October 2012 in relation to the Sukuk Murabahah Programme - RM1.0 Billion. THP is pleased to announce that the Company has on 1 December 2014 issued another RM50.0 million of Sukuk Murabahah under the Sukuk Murabahah Programme - RM1.0 Billion to its holding company, Lembaga Tabung Haji, as follows: Aggregate Nominal Value Maturity Date Tenure Profit Rate RM50,000,000.00 29 November 2024 10 years 6.07% per annum The net proceeds raised from the issuance of the Sukuk Murabahah will be utilised to finance general corporate purposes of the Company and/or its subsidiaries. This announcement is dated 1 December 2014.

icy97

TH 种植末季少赚72%

财经新闻 财经  2015-03-01 11:24
（吉隆坡28日讯）棕油的销量和平均售价疲弱，TH种植（THPLANT，5112，主板种植股）截至2014年12月第四季，净利按年下跌72.1%至1044万1000令吉，该公司建议第四季派息2仙。

据文告，第四季的原棕油、棕仁和鲜果串的销量，分别按年下跌23.64%、26.49%和36%。

另外，原棕油、棕仁和鲜果串的平均售价，分别按年下跌12.14%、11.35%和15.58%。

第四季的营业额，按年下跌36.1%至9876万8000令吉。

全年而言，因营运成本提高，净利按年下跌23.4%至4831万9000令吉；营业额按年上升4%至4亿8891万7000令吉。

该公司认为油棕业今年的营运依然艰巨，原棕油价还是疲弱。【南洋网财经】

SUMMARY OF KEY FINANCIAL INFORMATION 31/12/2014

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/12/2014	31/12/2013	31/12/2014	31/12/2013
		$$'000	$$'000	$$'000	$$'000

1	Revenue	98,768	154,548	488,917	469,952
2	Profit/(loss) before tax	6,266	30,801	58,211	71,043
3	Profit/(loss) for the period	8,241	40,655	59,580	76,501
4	Profit/(loss) attributable to ordinary equity holders of the parent	10,441	37,376	48,319	63,107
5	Basic earnings/(loss) per share (Subunit)	1.18	4.24	5.47	7.17
6	Proposed/Declared dividend per share (Subunit)	2.00	3.62	2.00	3.62
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	1.3700		1.3500