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SWKPLNT (5135) : SARAWAK PLANTATION BERHAD
IVKLSE
Member Star
Posts: 172
Joined: Aug 2015
22 May 2020, 07:58 AMPost #1

Oil Plantation Company Comparision (Top 30)

Part I - Top 10

Part II - 11-20

Part III - 21 - 30

BE GREEEEEDY
Member Star
Posts: 1
Joined: May 2020
25 May 2020, 11:01 AMPost #2

..more to come 

# BE GREEEEEDY !yeah

i4value
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Posts: 590
Joined: Aug 2020
23 Jan 2024, 12:09 PMPost #3

After underperfoming for many years, the ROE of Sarawak Plantation (SWKPLNT) managed to overtake that of KLK in 2019. It peaked in 2021 and then began to go below that of KLK in 2022.  

SWKPLNT share price seemed to mirror the ROE performance since 2019. You can see the share price peaking in 2021 and is today below the 2021 peak.

From a ROE perspective, SWKPLNT was not able to consistently outperform KLK, my reference Bursa plantation company.

Given the mirroring feature of the share price, I am not sure that this is a counter worth digging further into.  From a value investing perspective, I will dig further if the price drops to the 2018 level. Then I am confident that there will be a margin of safety.

 

1

yeah doh drool lol mad notworthy question rant rolleyes sad shutup shy smile star sweat thumbup wub cry

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