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【SIMEPLT 5285 交流专区】森那美种植

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 楼主| 发表于 31-1-2019 06:55 AM | 显示全部楼层
Name
AMANAHRAYA TRUSTEES BERHAD - AMANAH SAHAM BUMIPUTERA
Address
Tingkat 4, Balai PNB
201-A, Jalan Tun Razak
Kuala Lumpur
50400 Wilayah Persekutuan
Malaysia.
Company No.
766894-T
Nationality/Country of incorporation
Malaysia
Descriptions (Class)
Ordinary shares
Details of changes
No
Date of change
No of securities
Type of TransactionNature of Interest
107 Dec 2018
971,700
AcquiredDirect Interest
Name of registered holder
AmanahRaya Trustees Berhad - Amanah Saham Bumiputera
Address of registered holder
Tingkat 4, Balai PNB 201-A, Jalan Tun Razak 50400 Kuala Lumpur
Description of "Others" Type of Transaction
208 Jan 2019
66,851,084
OthersDirect Interest
Name of registered holder
AmanahRaya Trustees Berhad - Amanah Saham Bumiputera
Address of registered holder
Tingkat 4, Balai PNB 201-A, Jalan Tun Razak 50400 Kuala Lumpur
Description of "Others" Type of Transaction
Subscription of DRP

Circumstances by reason of which change has occurred
AmanahRaya Trustees Berhad - Amanah Saham Bumiputera(Acquisition of 971,700 shares on 7 December 2018)(Subscription of 66,851,084 shares under the Dividend Reinvestment Plan (DRP) on 8 January 2019)
Nature of interest
Direct Interest
Direct (units)
3,019,376,184
Direct (%)
43.857
Indirect/deemed interest (units)

Indirect/deemed interest (%)
Total no of securities after change
3,019,376,184
Date of notice
08 Jan 2019
Date notice received by Listed Issuer
10 Jan 2019

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 楼主| 发表于 9-2-2019 07:12 AM | 显示全部楼层
Type
Announcement
Subject
OTHERS
Description
Sime Darby Plantation Berhad (SDP) and Sarawak Land Consolidation and Rehabilitation Authority (SALCRA) signed MOU for Proposed Collaboration within Palm Oil Value Chain
We attach herewith a copy of the press release dated 29 January 2019.

This announcement is dated 29 January 2019.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/6052109

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 楼主| 发表于 8-3-2019 07:13 AM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
31 Dec 2018
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
Three Months
Three Months
Six Months
Six Months
01 Oct 2018
To
01 Oct 2017
To
01 Jul 2018
To
01 Jul 2017
To
31 Dec 2018
31 Dec 2017
31 Dec 2018
31 Dec 2017
$$'000
$$'000
$$'000
$$'000
1Revenue
3,504,000
4,085,000
6,543,000
7,626,000
2Profit/(loss) before tax
245,000
637,000
457,000
1,876,000
3Profit/(loss) for the period
159,000
477,000
312,000
1,536,000
4Profit/(loss) attributable to ordinary equity holders of the parent
129,000
429,000
244,000
1,448,000
5Basic earnings/(loss) per share (Subunit)
1.90
6.30
3.60
21.30
6Proposed/Declared dividend per share (Subunit)
1.70
3.50
1.70
3.50


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 ($$)
1.9300
2.0100

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 楼主| 发表于 8-3-2019 07:14 AM | 显示全部楼层
SIME DARBY PLANTATION BERHAD

EX-date
08 May 2019
Entitlement date
10 May 2019
Entitlement time
05:00 PM
Entitlement subject
Final Dividend
Entitlement description
Final single tier dividend of 1.7 sen per ordinary share in Sime Darby Plantation Berhad for the financial period ended 31 December 2018
Period of interest payment
to
Financial Year End
31 Dec 2018
Share transfer book & register of members will be
08 May 2019   to   10 May 2019 closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no
TRICOR INVESTOR & ISSUING HOUSE SERVICES SDN BHDUnit 32-01, Level 32, Tower AVertical Business Suite, Avenue 3, Bangsar SouthNo. 8, Jalan Kerinchi59200 Kuala LumpurTel: 03-2783 9299Fax: 03-2783 9222
Payment date
21 May 2019
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers
10 May 2019
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
08 May 2019
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
0.017

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 楼主| 发表于 17-3-2019 07:18 AM | 显示全部楼层
Type
Announcement
Subject
OTHERS
Description
'Realising Possibilities, Together': Sime Darby Plantation Rebrands its Downstream Division and Launches 'Sime Darby Oils'
We attach herewith a copy of the press release dated 4 March 2019.

This announcement is dated 4 March 2019.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/6086345

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发表于 2-4-2019 06:59 PM | 显示全部楼层
森那美种植有限公司(SIMEPLT,5285,种植组)计划在马来西亚半岛脱售超过4300英亩的永久地契种植地,如果能够获得它所要求的价格,估计会带来超过10亿令吉的收益。

行业专家通常将销售价格定在每英亩20万令吉至25万令吉之间,这被描述为棕油种植地的较高估值。

底价相信平均为每英亩20万令吉,这是近期交易较高的一方。

消息人士说:“如果森种植能够将其拉下来,那将是值得称道的。”

森种植上周刊登了一则广告,以出售分散在Kuala Langat和Klang(雪兰莪),Sitiawan和Hilir Perak(霹雳),Merlimau(马六甲),Kuala Muda和Kulim(吉打)和Seberang Prai Selatan(槟城)的15块油棕园丘。

在总面积为4377英亩的土地中,最大的待售土地包括Bukit Hijau Estate-Patani Para(PP-1)和(PP-2),占地1136.39英亩;位于Kuala Muda的798.89英亩;而最小的地库是Sg Wangi Estate(SW-1)GRN145377 Lot 40537,位于Sitiawan,占地4.56英亩。

森种植还发布了招标公告,邀请潜在的开发商和投资者向各自的地库提交报价。

2018年,种植公司宣布在马来西亚的并购(M&A)交易估计为12亿4000万令吉。

去年,值得关注的并购包括向联合种植有限公司(UTDPLT,2089,种植组)子公司Pinehill Pacific有限公司收购位于霹雳州Teluk Intan的房产,价值4亿1400万令吉或每公顷12万零336令吉;以及莫实德种植有限公司(BPLANT,5254,种植组)将其位于槟城的138.9公顷土地出售给实达集团有限公司(SPSETIA,8664,产业组)。甚至更高的估值为每公顷97万9508令吉。

今年初,以家禽为基础,并于2017年退市的发来集团,提出以17万1533令吉现金购买联合马六甲有限公司(UMCCA,2593,种植组)在森美兰和马六甲的4个油棕园丘,或相当于每公顷171万5533令吉。

一位行业专家表示,一般来说,马来西亚半岛的棕油树估值比沙巴和砂拉越的估价高约30%。

根据最新的发展情况,一位消息人士告诉星报财经:“我相信森种植正在出售这些‘理想位置的产业’,以防止州政府强制收购发展。”

通过这一大胆举措,出售其非核心和非策略性地库,森种植将能够实现这些产业的真正市场价值。

“总括来说,这是森种植庞大地库中占有的一个小区域。”

消息人士补充,大型土地出售的潜在收益也可能是森种植为了计划筹集新资金,该计划可用于以43%至45%的支付率向股东支付股息。

世界上最大的油棕种植者也希望进一步降低其资产负债率,截至2018年6月底,资产负债率为40%。

与此同时,联昌国际投资银行区域种植研究负责人黄艾薇表示,今年森种植巨额脱售地库并不令人感到意外,因为‘这与该集团现有出售部分油棕土地的计划互相吻合’。

去年底,森种植执行副主席兼董事经理丹斯里莫哈末巴克沙列暗示该集团将在2019年剥离其非核心资产。


他还引述:“某些交易将导致我们出售非核心资产,甚至是那些已经确定用于开发的部分现有房产的资产。”

最近,由于严格禁止马来西亚和印尼的新油棕地扩张,生产成本上升,原棕油价格疲软以及对绿地收购缺乏兴趣,有趣的是,更多废弃的油棕地,特别是那些与新城镇接壤的地方,正受到当地房地产开发商的追捧。

午休时,森种植的股价跌4仙至5.04令吉,共有20万5500股成交。
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 楼主| 发表于 4-4-2019 06:10 PM | 显示全部楼层
Type
Announcement
Subject
OTHERS
Description
Incorporation of PT Sime Darby Oils Indonesia(Announcement pursuant to Chapter 9.19(23) of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad)
Sime Darby Plantation Berhad (SDP) wishes to announce that it has, on 15 March 2019, received notification from PT Minamas Gemilang, an indirect wholly-owned subsidiary of SDP, of the incorporation of PT Sime Darby Oils Indonesia (PT SDOI), an indirect wholly-owned subsidiary of SDP, on 26 February 2019. Following the receipt of the Approval of Establishment dated 26 February 2019 issued by the Ministry of Law and Human Rights of the Republic of Indonesia, PT SDOI was incorporated as a private limited company in Indonesia under the Company Law Number 40 Year 2007.

The entire issued share capital of PT SDOI of IDR100,000,000,000 comprising 100,000 common shares is held by the following shareholders:
Name of ShareholdersShareholdings in PT SDOI
No. of Common SharesPercentage (%)
PT Sime Darby Oils Pulau Laut Refinery (PT SDOPLR) (formerly known as PT Golden Hope Nusantara)67,00067.00
PT Teguh Sempurna (PT TS)33,00033.00
TOTAL100,000100.00
PT SDOPLR and PT TS are indirect wholly-owned subsidiaries of SDP.

The principal activities of PT SDOI are the provision of procurement, marketing and sale of edible oils from Indonesia.

The incorporation of PT SDOI is not expected to have a material effect on the earnings or net assets of the SDP Group for the financial year ending 31 December 2019. None of the Directors or major shareholders of SDP or persons connected with them has any interest, direct or indirect, in the incorporation.

The announcement is dated 19 March 2019.



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 楼主| 发表于 5-4-2019 04:40 AM | 显示全部楼层
Type
Announcement
Subject
OTHERS
Description
Incorporation of Sime Darby Oils North America Inc.(Announcement pursuant to Chapter 9.19(23) of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad)
Sime Darby Plantation Berhad (SDP) wishes to announce the incorporation of Sime Darby Oils North America Inc. (SDONA), an indirect wholly-owned subsidiary of SDP, in the United States of America on 19 March 2019. The Certificate of Incorporation dated 19 March 2019 issued by the State of Delaware was received by Sime Darby Netherlands B.V., an indirect wholly-owned subsidiary of SDP, on 20 March 2019. SDONA is a wholly-owned subsidiary of Sime Darby Netherlands B.V.

SDONA was incorporated as a private limited company in the United States of America under the General Corporation Law of the State of Delaware. The entire issued share capital of SDONA of USD1 comprising 100 common shares is held by Sime Darby Netherlands B.V. The intended principal activities of SDONA are the sales and marketing of vegetable oil products in North America. SDONA has not commenced operations.

The incorporation of SDONA is not expected to have a material effect on the earnings or net assets of the SDP Group for the financial year ending 31 December 2019. None of the Directors or major shareholders of SDP or persons connected with them has any interest, direct or indirect, in the incorporation.

This announcement is dated 20 March 2019.

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 楼主| 发表于 7-7-2019 08:14 AM | 显示全部楼层
SIME DARBY PLANTATION BERHAD

Date of change
30 Jun 2019
Name
TAN SRI DATO' SERI MOHD BAKKE BIN SALLEH
Age
64
Gender
Male
Nationality
Malaysia
Designation
Managing Director
Directorate
Executive
Type of change
Retirement

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 楼主| 发表于 7-7-2019 08:14 AM | 显示全部楼层
Date of change
01 Jul 2019
Name
ENCIK MOHAMAD HELMY OTHMAN BASHA
Age
52
Gender
Male
Nationality
Malaysia
Designation
Managing Director
Directorate
Executive
Type of change
Appointment
Qualifications
No
Qualifications
Major/Field of Study
Institute/University
Additional Information
1
Professional Qualification
Association of Chartered Certified Accountants
Emile Woolf College of Accountancy, London
2
Professional Qualification
Association of Chartered Certified Accountants (Levels 1 & 2)
Trent Polytechnic (Nottingham Trent University)

Working experience and occupation
Encik Mohd Helmy Othman Basha began his career as a Trainee Accountant/Auditor with Wellers, Accountants, Oxford, United Kingdom. He joined Shell Refining Company (FOM) Bhd and has held various roles including Head of General Accounts, Project Accountant and Area Accountant of Shell Malaysia Trading Sdn Bhd (Southern Region) and Indirect Tax Advisor of Shell Malaysia Ltd.He joined Guthrie Property Holding Sdn Bhd in 1997 as Finance and Administration Manager and subsequently held various leadership positions in Kumpulan Guthrie Berhad including Chief Executive Officer of Highlands & Lowlands Berhad and Guthrie Ropel Berhad, the two (2) listed companies within the Kumpulan Guthrie Berhad Group. He was instrumental in bringing about the completion of the acquisition and restructuring exercise of PT Minamas Gemilang plantation in Indonesia.He was appointed Head Plantation Upstream of Sime Darby Plantation Berhad (SDP) before he left in 2013 to set up Xcellence Alliance Sdn Bhd and Chemara Palmea Holdings Bhd. He later joined SDP as Head, Plantation Services and Special Project in 2016 and was subsequently appointed as the Chief Operating Officer, Upstream in 2017. He was appointed as the Deputy to the Managing Director on 1 January 2019. Presently, he is the President of the Malayan Agricultural Producers Association.

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 楼主| 发表于 7-7-2019 08:17 AM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
31 Mar 2019
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31 Mar 2019
31 Mar 2018
31 Mar 2019
31 Mar 2018
$$'000
$$'000
$$'000
$$'000
1Revenue
3,006,000

3,006,000

2Profit/(loss) before tax
125,000

125,000

3Profit/(loss) for the period
111,000

111,000

4Profit/(loss) attributable to ordinary equity holders of the parent
74,000

74,000

5Basic earnings/(loss) per share (Subunit)
1.10

1.10

6Proposed/Declared dividend per share (Subunit)
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 ($$)
1.9800
1.9200

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 楼主| 发表于 17-7-2019 05:00 AM | 显示全部楼层
Type
Announcement
Subject
OTHERS
Description
Disposal of PT Mitra Austral Sejahtera
Sime Darby Plantation Berhad (SDP) wishes to announce that PT Ladangrumpun Suburabadi (PT LSI) and PT Teguh Sempurna (PT TSA), both indirect wholly-owned subsidiaries of SDP incorporated in Indonesia, have on 25 June 2019, disposed their respective 99.9993% and 0.0007% equity interest (100% collectively) in PT Mitra Austral Sejahtera (PT MAS) to PT Inti Nusa Sejahtera (PT INS) for a total cash consideration of USD29.7 million (equivalent to approximately RM123.1 million) (the Disposal).

Following the Disposal, PT MAS has ceased to be an indirect subsidiary company of SDP.

PT MAS, a limited liability company incorporated in Indonesia, is principally engaged in the cultivation of oil palm and processing of crude palm oil and palm kernel. The total issued and paid-up capital of PT MAS is IDR1,350.0 billion consisting of 135,000 ordinary shares. PT MAS has approximately 7,074.04 hectares of land planted with oil palm in Kabupaten Sanggau, Kalimantan Barat, Indonesia.

PT INS is a limited liability company incorporated in Indonesia.

The Disposal is not expected to have any material effect on the earnings, consolidated net assets and consolidated gearing of SDP for the financial year ending 31 December 2019. None of the Directors or major shareholders of SDP or persons connected with them has any interest, direct or indirect, in the Disposal.

This announcement is dated 26 June 2019.   



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 楼主| 发表于 1-9-2019 04:26 AM | 显示全部楼层
本帖最后由 icy97 于 3-9-2019 06:56 AM 编辑


棕油低价冲击‧森种植次季净利跌10%
https://www.sinchew.com.my/content/content_2109004.html

(吉隆坡30日讯)受低原棕油价格影响,森种植(SIMEPLT,5285,主板种植组)截至2019年6月30日第二季净利下滑10%,至2700万令吉,连累上半年净利缩水64%,至1亿零100万令吉。

半年净利缩水64%

次季营业额报28亿7500万,累积6个月营业额为58亿8100万令吉。

第二季鲜果串产量微跌0.4%,至243万公吨;榨油率则改善至21.27%。上半年鲜果串产量起4%;榨油率则为21.34%,但集团盈利仍持续受原棕油和棕仁油价格低迷影响。

第二季原棕油和棕仁油平均售价下滑15%和39%,报每公吨2021和1020令吉;上半年原棕油和棕仁油平均售价则下跌16%和41%,报每公吨2016和1116令吉。

森种植集团董事经理莫哈末海尔米透过文告指出,低原产品价格持续对种植业及森种植盈利带来冲击,但集团已积极落实策略,例如平衡上下游业务贡献作为缓冲领域景气的中长期解决方案。

为进一步提高集团下游业务市场触点,森种植近期与阿布扎比蔬菜油公司进行策略结盟,以在中东和北非市场行销油脂产品。透过这项结盟,森种植和阿布扎比蔬菜油公司将在区域形成单一的销售与行销团队,并透过定制解决方案来满足区域客户需求。

上游业务税前亏损6400万

回顾次季业务,森种植上游业务税前亏损6400万令吉,比较前期为税前盈利4亿零300万令吉,归咎于原棕油和棕仁油平均售价下挫15%和39%、原棕油和棕仁油产量减少4%。

其中,大马上游业务税前盈利大跌82.3%,至4300万令吉;印尼和巴布亚新几内亚业务则由盈转亏,分别报1100万和7600万令吉;利比亚业务亏损则从前期的900万令吉,扩大至2000万令吉。

下游业务方面,上半年税前盈利起2%,至1亿3600万令吉,但次季税前盈利则减少25%,至5100万令吉,主要受累于亚太、中东和非洲市场竞争,拉低盈利贡献。

其他业务税前盈利则翻了4倍,至500万令吉,归功于联号公司和联营臂膀业务表现好转。

年杪势必售利比里亚资产

森种植将不惜一切在年杪前完成脱售利比里亚资产,其中包括在无协议的情况下将特许经营权交回给利比里亚政府。

与3潜在买家磋商

首次主持业绩汇报会的莫哈末海尔米表示,森种植现与潜在3个买家进行磋商,希望能在年杪前达成协议。

“在没有选择的情况下,我们也可能将特许经营权回交给利比里亚政府。”

他说,现估值为5500万美元的利比里亚资产是拖累森种植过去几年盈利的主要因素,就算无偿将特许经营权交回给政府,对集团也是一大利多。“根据条款,我们应可从中拿回一些回酬。”

莫哈末海尔米强调,森种植希望有“责任”地退出利比里亚市场,任何潜在买家都需承担起集团之前的责任,确保对员工、当地社区,甚至是利比里亚不会带来重大影响。

与此同时,森种植也拟透过内部增长方式,在4至5年内将下游业务盈利贡献比重从现有的15%提高至40%。

冀提高上游业务表现  不探讨并购

他说,在领域好景时,上游业务对集团盈利贡献比重往往达到80至85%,但上游业务容易受到原棕油价格等因素影响,因此集团希望提高业务表现相对抗跌的下游业务盈利贡献比重,来确保集团盈利表现的稳定性。

“我们不会探讨任何并购机会,将倾向透过检讨如何提升现有资产表现来达成目标。”

询及年杪原棕油目标价,莫哈末海尔米指出,过去几周原棕油价格反弹,令市场松一口气,希望原棕油价能企稳于现有每公吨2200至2300令吉水平。

“原棕油需求持续走高,而我们现也未看到产能迈入高峰期,而这将为原棕油价带来扶持。”

他说,虽然印度调高大马精炼棕油的进口税5%,但集团可以透过调整大马和印尼的出口额应对,不会对总体表现带来显著冲击。


文章来源 : 星洲日报 2019-08-31

SUMMARY OF KEY FINANCIAL INFORMATION
30 Jun 2019
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30 Jun 2019
30 Jun 2018
30 Jun 2019
30 Jun 2018
$$'000
$$'000
$$'000
$$'000
1Revenue
2,875,000

5,881,000

2Profit/(loss) before tax
-24,000

101,000

3Profit/(loss) for the period
59,000

170,000

4Profit/(loss) attributable to ordinary equity holders of the parent
27,000

101,000

5Basic earnings/(loss) per share (Subunit)
0.40

1.50

6Proposed/Declared dividend per share (Subunit)
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 ($$)
1.9800
1.9200

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 楼主| 发表于 3-9-2019 03:53 AM | 显示全部楼层
本帖最后由 icy97 于 3-9-2019 05:55 AM 编辑

逾1万公顷-冀年杪完成-森那美种植卖利比亚地
https://www.enanyang.my/news/20190831/逾1万公顷-冀年杪完成-br森那美种植卖利比亚地/

Type
Announcement
Subject
TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
RELATED PARTY TRANSACTIONS
Description
FOREIGN CURRENCY ARRANGEMENT BETWEEN NEW BRITAIN PALM OIL LIMITED, A WHOLLY-OWNED SUBSIDIARY OF SIME DARBY PLANTATION BERHAD, AND HASTINGS DEERING (PNG) LIMITED
Sime Darby Plantation Berhad wishes to announce that New Britain Palm Oil Limited (NBPOL), its wholly-owned subsidiary, has entered into an arrangement with Hastings Deering (PNG) Limited (HDPNG) whereby NBPOL agrees to make direct payments to HDPNG’s off-shore suppliers in United States Dollars (USD) after NBPOL receives certain instructions and payment in Papua New Guinean Kina (PGK) from HDPNG based on an agreed exchange rate.

Please refer to the attachment for details of the announcement.

This announcement is dated 30 August 2019.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/6273453

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 楼主| 发表于 4-9-2019 08:04 AM | 显示全部楼层
本帖最后由 icy97 于 5-9-2019 07:32 AM 编辑

森那美种植-棕油价复苏利赚头
https://www.enanyang.my/news/20190903/【视频】森那美种植-棕油价复苏利赚头/





棕油价改善‧产量增‧森种植盈利料复苏

https://www.sinchew.com.my/content/content_2110781.html

(吉隆坡3日讯)森种植(SIMEPLT,5285,主板种植组)受低原棕油价格影响,2019上半年表现逊于市场预测,但随着原棕油价格恢复、鲜果串产量季节性强劲和脱售资产计划下,部分分析员料下半年盈利有望复苏。

拟资产货币化筹10亿

对于该公司计划在2019财政年以资产货币化筹获10亿令吉现金目标,艾芬黄氏研究预计,该资金将潜在用于调低银行贷款的成本、用于投资或/和派发股息。

马银行研究也认为这有助加强盈利表现,而财测尚未纳入任何土地脱售收益。

这项资产货币化正进行中,共有16项买卖协议涉3300英亩土地,迄今已经签署10项协议涉1600英亩土地。

由于业绩欠理想,该股价受打击,股价一度下挫至4令吉74仙,收市报4令吉78仙,下跌20仙。

MIDF研究指出,森种植上半年盈利远逊预期,在原棕油和棕榈价格疲软影响,上游业务上半年税前盈利按年暴跌97.1%。

上半年税前盈利维持弹性

而该公司下游业务欧洲、中东和非洲业务销量和利润均下降,所幸亚太区原料成本下降促使赚幅增高成功抵销,上半年税前盈利维持弹性。

MIDF认为,原棕油和棕榈价格带来的影响比预期的要糟糕,而该公司成本管理的力度不足以为对疲软的原棕油价格提供缓冲。

为反映原棕油和棕榈价格疲软,主要对下游业务的影响,MIDF下调森种植2019和2020财政年财测至1亿4390万和4亿3390万令吉。

艾芬黄氏研究基于较低的原棕油平均价格和较高生产成本,下调2019至2021财政年的原棕油平均价格预测至2100至2450令吉,并下砍对该公司核心每股盈利预测17至45%。

该公司在巴布亚新几内亚(PNG)棕油园的较高亏损贡献,导致丰隆研究下砍2019财政年核心净利财测29.2%,维持2020至2021财政年预测。

另一方面,肯纳格研究表示,森种植上半年鲜果串增长为3.7%,远逊于预测的5.3%,因此下调2019至2020财政年的鲜果串产量预测至1050万到1080万公吨,下砍2年财测40%和19%。不过随着季节性鲜果串产量增加和原棕油价格复苏,接下来的季度中该公司可恢复盈利能力。

由于该公司的资产货币化活动,马银行预计,该公司2019财政年下半年将取得更好的表现,进而维持财测。

此外,大众研究亦维持财测不变。“该公司的巴布亚新几内亚棕油园在经历暴雨后产量已经恢复正常,而基础设施和物流问题料可在年杪全面恢复。”

大众预计,该棕油园将使2019年鲜果串产量略有增加并降低原棕油生产成本5%,显示该公司下半年有望取得强劲的盈利复苏。

提振收入
專注棕油特殊產品

森种植将着重于棕油制作的特殊产品以提振收入,并在2023年贡献三分之二的下游收入。

森种植下游业务森那美油脂(Sime Darby Oils)董事经理莫哈末哈里斯透露,他们将专注在这些特殊产品,包括为特定目的精制的棕油如起酥油或优质食用油,加强公司盈利和减少面对棕油价格波动的风险。

“这关键在于特殊产品相对散装油的消费粘性要强得多,所以无论发生什么意外,销量仍不是问题。”

他指出,作为下游业务,他们将着重于高价值的产品,以便为非常波动的上游业务进行对冲。

据了解,基于库存量大和产量上升下导致棕油价格波动起伏及棕油期货在7月初跌至4年新低下,棕油产品的盈利亦受影响。此后,原棕油价格已恢复接近6个月以来的最高点。

目前原棕油可精炼并提取油精和硬蜡精,前者为食用油而后者是用于制造肥皂和商品,后者均可进一步精炼至用于油炸工业、烘培及糖果的特殊产品。

莫哈末哈里斯认为,像印度和中东这样的市场对特殊产品有很强的增长潜力。

“该些市场正在增长的同时也与棕油有着友好关系,没有妖魔化棕榈油,就是说你可以谈论以提供可持续的棕油解决方案,而不必面对来自某些行业的连珠炮式批评。”

目前森种植运往中东的特殊和散装产品的产量为2万吨,他指出,若能在今年突破10万吨,那将是一个重要的里程碑。

作者 : 杨惠平
文章来源 : 星洲日报 2019-09-04
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 楼主| 发表于 19-3-2020 08:17 AM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
30 Sep 2019
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30 Sep 2019
30 Sep 2018
30 Sep 2019
30 Sep 2018
$$'000
$$'000
$$'000
$$'000
1Revenue
2,821,000

8,686,000

2Profit/(loss) before tax
84,000

219,000

3Profit/(loss) for the period
-202,000

-32,000

4Profit/(loss) attributable to ordinary equity holders of the parent
32,000

167,000

5Basic earnings/(loss) per share (Subunit)
-3.50

-2.10

6Proposed/Declared dividend per share (Subunit)
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 ($$)
1.9500
1.9200

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 楼主| 发表于 19-3-2020 08:18 AM | 显示全部楼层
Type
Announcement
Subject
TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
RELATED PARTY TRANSACTIONS
Description
FOREIGN CURRENCY ARRANGEMENT BETWEEN NEW BRITAIN PALM OIL LIMITED, A WHOLLY-OWNED SUBSIDIARY OF SIME DARBY PLANTATION BERHAD, AND HASTINGS DEERING (PNG) LIMITED
Sime Darby Plantation Berhad wishes to announce that New Britain Palm Oil Limited (NBPOL), its wholly-owned subsidiary, has entered into an arrangement with Hastings Deering (PNG) Limited (HDPNG) whereby NBPOL agrees to make direct payments to HDPNG’s off-shore suppliers in United States Dollars (USD) after NBPOL receives certain instructions and payment in Papua New Guinean Kina (PGK) from HDPNG based on an agreed exchange rate.

Please refer to the attachment for details of the announcement.

This announcement is dated 29 November 2019.
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3006105

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 楼主| 发表于 24-3-2020 06:33 AM | 显示全部楼层
Type
Announcement
Subject
OTHERS
Description
Sime Darby Plantation Proposed Divestment of Liberia Operations
We attach a copy of the press release dated 6 December 2019.

This announcement is dated 6 December 2019.
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3007908

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 楼主| 发表于 11-4-2020 04:47 AM | 显示全部楼层
Type
Announcement
Subject
OTHERS
Description
Sime Darby Plantation Divestment of Liberia Operations
We refer to the announcement dated 6 December 2019.

Sime Darby Plantation Berhad (SDP) wishes to announce that Sime Darby Plantation Investment (Liberia) Private Limited (SDP Investment (Liberia)), a wholly-owned subsidiary of SDP, has on 15 January 2020, completed the disposal of its entire 100% equity interest in Sime Darby Plantation (Liberia) Inc. (SDP Liberia) to Mano Palm Oil Industries Limited (MPOI) for a total cash consideration of USD1 plus an earn-out payment to be determined by the average future crude palm oil (CPO) price and future CPO production of SDP Liberia (Disposal). The earn-out consideration will be payable quarterly over a period of eight (8) years, commencing from April 2023. This is pursuant to the Sale and Purchase Agreement entered into between SDP Investment (Liberia) and MPOI on 12 December 2019.

Following the completion of the Disposal, SDP Liberia ceased to be an indirect subsidiary company of SDP. Notwithstanding the Disposal, SDP will continue to serve its business to business (B2B) and business to customer (B2C) multinational customers in Africa.

SDP Liberia is a private limited company and was incorporated in Liberia in 2009.  It is principally engaged in the cultivation of oil palm and has planted a total of 10,300 hectares of land to-date.

MPOI is a wholly-owned subsidiary of Mano Manufacturing Company (MANCO) and is involved in the purchase of CPO and exporting it to various destinations across West Africa. MANCO is a local Liberian company and was established since 1967 in Liberia. MANCO is principally involved in the manufacturing of soap, bleach and detergents.

The Disposal is not expected to have a material effect on the earnings, consolidated net assets and consolidated gearing of SDP for the financial year ending 31 December 2020.

None of the Directors or major shareholders of SDP or persons connected with them has any interest, direct or indirect, in the Disposal.

The announcement is dated 16 January 2020.



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 楼主| 发表于 19-4-2020 08:00 AM | 显示全部楼层
Type
Announcement
Subject
OTHERS
Description
Sime Darby Oils, UKM collaborate in world's first comprehensive clinical trial for fatty liver treatment using NATRIéO Tocotrienols
We attach a copy of the press release dated 11 February 2020.

This announcement is dated 11 February 2020.

Please refer attachment below.
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3022500

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