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Bursa Malaysia Top 100 Listed Companies (5 years)
C.Price - Current Share Price & FY Price - FY Closing Price i.e. Closing Price @ 31/12/2014>
Malaysia Listed Glove Manufacturer FY12 Financial Data
2012 Glove Manufacturer
Ranking By Revenue
1. Top Glove
2. Kossan Rubber
3. Supermax
4. Hartalega
Ranking By Net Profit
1. Top Glove2. Hartalega
3. Supermax
4. Kossan Rubber
2012 Latest Oil Palm Plantation Companies Data
Malaysia Oil Palm Listed Companies Statistical Data 2012
Notes:
1. Profit(RM) in Million
2. Immature - 0-3 Years Tree
2011/12 Malaysia Oil Palm Companies Data
Malaysia Top 10 Plantation Company
More companies will be added:
1. Sime Darby
2. TH Plantation
3. Kulim
4. Boustead
5. IJM Plantation
Notes:
1. Profit(RM) in Million
2. Immature - 0-3 Years Tree
2011/12 Malaysia Oil Palm Companies Data
Malaysia Top 10 Plantation Company
More companies will be added:
1. Sime Darby
2. TH Plantation
3. Kulim
4. Boustead
5. IJM Plantation
Jaya Tiasa vs Ta Ann
Both Jaya Tiasa and Ta Ann started from timber business and later ventured to the oil palm business. Below are the some direct comparison between the two companies.
Based on the planted palm oil area, Jaya Tiasa FFB output will overtake Ta Ann in FY2013 as Jaya Tiasa was more aggressive in planting on last 5 years.
Jaya Tiasa on the way making itself as a mid-size plantation company in next 3 years. And the company also trying to unlock its value through the recent bonus issue plan. Overall, the company can be RM5-6 billion company in 5 years time.
Note:
1. Jaya Tiasa Financial Year was ended at 31 Apr compared to Ta Ann which ended at 31 Dec. Also Jaya Tiasa has planned to changed its financial yead ended from 31 Apr to 30 Jun starting in FY 2012.
2.
Log, Reforestation & Plantation Area
Log & Plywood Division: Production & Sale Figure
Oil Palm Division Output, Revenue & Profit
AEON Credit: 5 years Financial Data
Today the business of the Company has expanded to include issuance of Credit Cards, Easy Payment schemes, Personal Finance schemes and other services. The Company currently has 3 Regional Offices, 31 branches and Service Centres located in major shopping centres and towns and a network of more than 4,300 participating merchant outlets nationwide. AEON Credit believes in working closely with its business partners to provide consumer financing products and services which meet customer needs. The Company currently has more than 720,000 cardmembers for the various products and more than 1,500 staff in service with the Company.
AEON Credit is a subsidiary of ÆON Credit Service Co. Ltd, Japan (ÆON Credit Japan), which is listed on the First Section of the Tokyo Stock Exchange. ÆON Credit Japan is mainly involved in the issuance of credit cards, and it currently has more than 18.08 million card members in Japan. It is one of the biggest credit card issuers and a leading consumer credit provider in Japan.
ÆON Credit Japan is in turn part of the ÆON group of companies (ÆON Group), a global retail and financial services group. ÆON Group consists of more than 150 subsidiaries and affiliated companies. ÆON Group operates not only in Japan but also in Southeast Asia, China and North America. The fundamental principle of ÆON is its “customercentered approach.” ÆON’s mission is to contribute to customers.
ÆON’s most basic and abiding principles are the pursuit of peace, respect for humanity, and contribution to local communities through customercentered initiatives. Under these principles, we are determined to achieve global management standards.
All companies under the ÆON Group are guided by the unchanging ‘Customer First’ philosophy. Its aim is to surpass expectations by combining excellent products with unique personal services.
AEON Credit should able to sustain current pace of growth in next few years.Both revenue and profit increase ~28% in FY12. The estimated EPS for FY12 80sen and final dividend will be ~17.55sen.
The 4th quarter result will be coming out in 20th April.
20 May - Updated FY12 result
LPI Capital Bhd 10Yrs++ Financial Summary
LPI
LPI Capital Bhd (“LPI”), previously known as London & Pacific Insurance Company Berhad, is an investment holding company. The Company changed its name to LPI Capital Bhd and transferred its entire insurance business to a wholly owned subsidiary, Lonpac Insurance Bhd (“Lonpac”) after a rationalisation scheme on 1 May 1999.
LPI was established on 24 May 1962 as a private limited company and was registered as an approved insurer on 9 April 1963 under the Malaysian Insurance Act, 1963. LPI shares were listed on the Second Board of Bursa Malaysia Securities Berhad (“Bursa Securities”) on 8 January 1993 and subsequently were transferred to the Main Market of Bursa Securities on 17 January 1997.
Core Business LPI Group remains significantly focused on its core business in the general insurance market through its wholly-owned insurance subsidiary. It offers a wide range of general insurance products and services covering various general insurance classes namely, property, liability, pecuniary, employees’ benefits, projects, motor, marine as well as personal products insurances. Both fire and motor classes occupy 1/3 each of the gross written premium.
DiGi 2011 Results and 2012/13 Estimates
1. Mid to high single digit revenue growth, estimate 10%. (Digi 2012 Guidance)
2. Sustained EBITDA and operation cash flow margin. (Digi 2012 Guidance)
3. Estimate 700mil-750 mil of Capital Expense on FY 2012 (Digi 2012 Guidance)
4. Accelerated depreciation on 2011 to 2013 on 2010 14th Annual General Meeting presentation.
~RM400mil –RM450mil for 2011
~RM500mil –RM550mil for 2012
~less than RM100mil for 2013
5. As per communication during last year @ Telenor CMD 2011, Digi aim to achieve a.) OPEX/sales < 26% and CAPEX/sales < 10% on 2013.
Potential upsides
1. Further tax incentives related to mobile broadband network facilities on 2012 & 2013?
2. Ongoing assessment of viable longer-term capital management initiatives to be realized on 2013
Estimated Target Price for Digi RM4.50@ 2012 & RM5.00@2013
Malaysia Oil Palm Plantation Company Estate Profile @ FY2010
Gross(Ha) - Total Gross Plantation Area
Planted(Ha) - Planted Area (ha)
Matured(Ha) -Matured Area(ha)
Immat.(Ha) - Planted but immatured Area (ha)
FFB (MT) - Fresh Fruit Bunches (MT)
MT/Ha - Number of FFB produced in a hectares of matured area
Profit (RM) - Total Net Profit in RM'million
RM/Ha - Net Profit Per Matured Area
No. Shares - Total number of shares of the listed company (in million)
(M)Ha/Lot - Matured Area per 1000 shares
(P)Ha/Lot - Planted Area per 1000 shares
