SNAP SHOT ABOUT TDM
TDM develops and manages 16 estates at the following locations:-
• Sungai Tong Complex, Terengganu- Estates : Jaya, Fikri, Tayor and Pelung
• Bukit Besi Complex, Terengganu - Estates : Gajah Mati, Majlis Agama Islam, Pinang Emas and Jerangau
• Kemaman Complex, Terengganu - Estates : Air Putih, Tebak, Jernih and Pelantoh
• Nanga Pinoh, Kalimantan Barat : North 1, North 2, South 1 & South 2
Currently,
the Group has a total of 44,198 hectares of planted oil palm land for
its plantations in Terengganu, Malaysia and Kalimantan Barat, Indonesia.
The
Group also own operates three palm oil mills are located in Sungai Tong
and Kemaman in Terengganu and Nanga Pinoh, Kalimantan Barat.
In
2011, the group opened its first bio-composting plant to convert empty
fruit bunches (EFB) of oil palm into bio-organic fertiliser for use in
its estates. The plant, which is located in Sungai Tong, Terengganu is
able to produce up to 29,000 metric tonnes of fertiliser per annum.
The
second bio-composting plant in Kemaman, Terengganu, has a capacity to
produce up to 32,000 metric tonnes of fertiliser annually.
The
two plants will be able to reduce the group’s dependency on chemical
fertilisers and help to manage waste in a more sustainable manner.
On top of that, TDM do operate healthcare business.
The Healthcare division involves activities such as provision of healthcare consultancy and operation of specialist medical centres. It owns four community specialist hospitals, namely Kelana Jaya Medical Centre (KJMC) in Petaling Jaya, Selangor; Kuantan Medical Centre (KMC) in Kuantan, Pahang; Kuala Terengganu Specialist Hospital (KTS) in Kuala Terengganu, Terengganu and Taman Desa Medical Centre (TDMC) in Kuala Lumpur.
Above Financial highlight obtain from the TDM annual report.
Top 30 Major Shareholders
Top 30 major shareholder listing obtain from Annual Report.
Please click below linkage to download ;
http://tdm.irplc.com/investor-relations.html
FUND HOUSES such as Public Islamic Opportunities Fund, Kumpulan Wang Persaraan, Public Strategic SmallCap Fund, Lembaga Tabung Amanah Warisan Negeri Terengganu, Public Islamic Treasures Growth Fund and etc.
FINANCIAL SNAPSHOT :
NTA : 0.66
NET GEARING RATIO : 0.48
PE : 13.86
Catalyst :
1. China going to buy more Palm oil as part of ECRL DEAL. Further information can be obtain by clicking this linkage : https://www.thestar.com.my/business/business-news/2019/04/08/ecrl-deal-with-china-to-include-palm-oil-buy/
2. In the event the ECRL talks lead to higher CPO price, CIMB Research said it will be positive for upstream planters and Malaysia’s current account surplus.
The higher CPO prices would help boost plantation earnings and/or defray costs from higher minimum wage, it added.
“Our
economist estimates that every five per cent increase in palm oil
export volumes, assuming palm oil prices remain constant, could raise
Malaysia’s current account surplus by RM2 billion or 0.14 per cent of
gross domestic product,” CIMB Research said.
“We are keeping our 2019 average CPO price forecast of RM2,400 per tonne intact and Neutral rating on sector.”
Source obtain from : https://www.nst.com.my/business/2019/04/477565/ecrl-deal-including-palm-oil-purchase-malaysia-positive-movePersonal opinion, base on current FCPO PRICE 12 April 2019 closing price 2166, If FCPO PRICE REACH 2400, that translate to approximately 10% upside of current price.
3. Prime Minister Dr Mahathir Mohamad today urged the local palm oil industry to join the ranks of countries already using B20 biodiesel fuel such as Indonesia.
Noting
that Indonesia had standardised the use of B20 biodiesel since January
2016, he said players in the Malaysian palm oil industry must be brave
enough to explore new markets and prove that the country’s palm oil
quality is one of the best.
Source Obtain from https://www.freemalaysiatoday.com/category/nation/2018/12/11/malaysia-must-achieve-use-of-b20-biodiesel-by-2020-says-dr-m/
4. Accumulation Behaviour Detected base on chart
Accumulation Price noted happened at 0.165
Resistance : 0.235 ; 0.245, 0.32
5. Transformation of HealthCare is a good move to diverisfy from Palm Oil Plantation.
Let take KPJ PE 25 as benchamark and we give 30% discount which equal to 17.
Where else planatation sector for those profitable counter, PE range
from around 18- 40. Let take PE 25 as average PE and we give 30%
discount equal to 17.
However, due to this is loss making company, there is no PE available
unless you want to derive - PE which i think is meaningless.
If, palm oil future outlook turn to be bullish, DEFINITELY this will be one of the counter benefit from the rise of FCPO price.
5. Zainal Abidin Shariff Being appointed as CEO TDM.
More infomation about him can be obtain by clicking this linkage : http://www.utusan.com.my/bisnes/ekonomi/zainal-abidin-ceo-baharu-kumpulan-tdm-1.874883
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