【THPLANT 5112 交流专区】TH种植

APULA

TH種植末季淨利跌64%
2014-02-26 17:14      
http://biz.sinchew.com.my/node/90673

（吉隆坡26日訊）受到低原棕油價和折舊開銷衝擊，TH種植（THPLANT，5112，主板種植組）截至2013年12月31日止第四季淨利，下跌64.2%至3千737萬6千令吉，拖累全年淨利萎縮59.7%至6千310萬7千令吉。

第四季營業額在鮮果串增長49%，以及鮮果串收益增長11%拉動下，按年增長56.95%至1億5千454萬8千令吉，令全年營業額走揚25.04%至4億6千995萬2千令吉。

該公司董事部建議派發每股3.62仙終期股息。

TH種植發文告表示，2013財政年表現為投資者提供預覽集團擴大地庫實際潛能機會，2012年和2013年初展開的土地併購計劃已開始做出健康貢獻，預期隨著更多地區果樹趨向成熟，未來數年增長趨勢將持續正面。

此外，TH種植在過去數年開始落實產量改善措施，部份園丘產量現已超越每公頃25公噸鮮果串水平，相信隨著有關政策擴大至新購地庫，中長期正面效益將持續揮發。

該公司補充，集團剛完成收購印尼PT Persada Kencana Prima佔地1萬1千400公頃土地計劃，有望進一步推動淨利表現，加上原棕油價走向堅挺，樂觀相信現年營業額和獲利將取得改善。

SUMMARY OF KEY FINANCIAL INFORMATION 31/12/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/12/2013	31/12/2012	31/12/2013	31/12/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	154,548	99,106	469,952	375,846
2	Profit/(loss) before tax	30,801	116,297	71,043	185,852
3	Profit/(loss) for the period	40,655	98,820	76,501	167,536
4	Profit/(loss) attributable to ordinary equity holders of the parent	37,376	104,393	63,107	156,554
5	Basic earnings/(loss) per share (Subunit)	4.24	14.33	7.17	21.49
6	Proposed/Declared dividend per share (Subunit)	3.62	1.00	3.62	4.60
		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 ($$)	1.3500		1.5400

欧基巴拉

何时才回到我的本钱。。。一等就是三年多

APULA

欧基巴拉 发表于 6-3-2014 02:59 PM
何时才回到我的本钱。。。一等就是三年多

之前很便宜你应该买进拉底你的价钱，放心种植股的春天已到！

石黑龙

棕油业行情来了！

厄尔尼诺现象可能令原棕油价格升高
文： 2014年03月06日
http://www.sharesinv.com/zh/articles/45220/

业内观察家预测，今年的原棕油价格将可能达到每吨3,000令吉，或甚至更高的水平，原因是最近的天气干旱及市场对生物柴油有所需求。
路透社报道，棕油期货将连续第2年攀高，因为天气干旱使农作物受损，以及印尼把柴油内的最低生物含量标准从3%提高至10%。能源业方面，生物含量的最低标准加倍至20%。
然而，分析师警告，大量的全球油籽供应和主要消费者的需求减少也许将限制原棕油价格的升幅。他们指出，在原棕油高企的情况下，市场可能转而购买拥有充足供应的食用油。马来西亚原棕油期货于上个月上升，这缩小了大豆与原棕油之间的价差，可能促使买家购买原棕油。

启示：多名交易员认为，原棕油价格的走势取决于全球供应和需求的基本面。供应方面，如果未来几周的降雨量正常，原棕油或许将于7月至10月间在2,600至2,900令吉的范围交易。倘若持续干旱，原棕油价格将随之作出反应，产量也将在今年10月至12月及之后的2年减少。

石黑龙

如果收市能继续在 1.90。那么接下来情况就乐观了哦！

石黑龙

@APULA 大大，农业现在受天气的影响！

请问现在目前TH Plant的冲势，您预测会怎么？

APULA

石黑龙 发表于 12-3-2014 09:14 AM
@APULA 大大，农业现在受天气的影响！

请问现在目前TH Plant的冲势，您预测会怎么？

种油价会冲过3000。。。。

石黑龙

APULA 发表于 12-3-2014 12:11 PM
种油价会冲过3000。。。。

天气太热，雨量太少了！很多棕油农做业欠收！冲啊。。。

APULA

石黑龙 发表于 12-3-2014 02:30 PM
天气太热，雨量太少了！很多棕油农做业欠收！冲啊。。。

现在1000kg = rm500++

石黑龙

@APULA 大哥，那么请问你认为THPlant 保守估计最高点会冲到多少呢？

APULA

石黑龙 发表于 13-3-2014 08:59 AM
@APULA  大哥，那么请问你认为THPlant 保守估计最高点会冲到多少呢？

我的TP...........rm2.80

~@Star@~

APULA 发表于 13-3-2014 03:40 PM
我的TP...........rm2.80

APULA大大 ， 那么现在还可以再买进吗 ？？

APULA

~@Star@~ 发表于 27-3-2014 07:01 PM
APULA大大 ， 那么现在还可以再买进吗 ？？

可以，种稙股将回勇。。。

石黑龙

APULA 发表于 27-3-2014 07:05 PM
可以，种稙股将回勇。。。

APULA大哥又有内幕？？

APULA

石黑龙 发表于 3-4-2014 04:22 PM
APULA大哥又有内幕？？

種稙股看长期。。。。

APULA

APULA 发表于 26-2-2014 07:59 PM
TH種植末季淨利跌64%
2014-02-26 17:14      
http://biz.sinchew.com.my/node/90673

TH种植营业额上涨
二零一四年四月十日 晚上八时十分
http://www.kwongwah.com.my/news/2014/04/10/101.html

（吉隆坡10日讯）TH种植有限公司（THPLANT，5112，种植组）公布，截至2013年12月31日止财政年度，所取得的税前利润按年从1亿8585万令吉大跌逾半至7104万令吉。

它在声明中说，但是营业额由前期的3亿7585万令吉上升至4亿6995万令吉。

TH种植称，去年营业额较高，主要是由鲜果串（FFB）产量增长49％所带动。由于每公顷的鲜果串产量提高11％至23.86公吨，导致原棕油产量扬升66%。

该声明也指出:“由于集团在2012年和去年初收购种植园丘后，将总地库面积大幅提升150%至9万8000公顷，因而使到产量显著走高。”

随着原棕油价格走强，TH种植对于本年度的所取得的营业额和利润持乐观态度。

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