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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.
Source obtain from https://www.tdmberhad.com.my/#2
 
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
 
Let take a look who are key or important shareholder who is holding TDM : 
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-move
Personal 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. 
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
Malaysia Short-Term Technical Analysis Workshop
Date : 16 April 2019
Time : 2.30pm - 4.30pm
Language: English
Location : Level 2, P-16, Icon City, No: 1B, Jalan SS8/39, Petaling Jaya, 47300, Selangor
https://www.eventbrite.com/e/malaysia-short-term-technical-analysis-workshop-tickets-59892323552
 

马股免费技术讲座会

 
日期: 18 April 2019
时间: 2.30p.m- 4.30 p.m
语言: 华语
地点: Level 2, P-16, Icon City, No: 1B, Jalan SS8/39, Petaling Jaya, 47300, Selangor
https://www.eventbrite.com/e/59893455939
 

大马投资分享会

 
日期: 21 April 2019
时间: 1.30p.m- 5.00 p.m
语言: 华语
地点: B-2-13A Plaza Arkadia,No 3, Jalan Intisari Perdana, Desa ParkCity,Kuala Lumpur
 
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免责申明: 以上文章纯属个人意见以及学术性分享,不构成任何买卖建议。在你做出任何买卖之前,建议您和你的股票经纪质询任何投资意见。买卖风险自负
 
Disclaimer: Above article is for educational sharing purpose. Kindly consult your dealer/remisier for any investment advise before you make any decision. Trade at your own risk.
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