Plantation Companies (RPC) - Product/Revenue Mix

factFINDER · 1 Plantation Companies (RPC) - Product/Revenue Mix Sun Apr 17, 2011 11:54 pm

factFINDER

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It has been noticed that the profit, revenue and "Risk Factor" of the Regional Plantation Companiesent (RPC) are largely depend on CROP MIX of the individual companies along with many other factors. Also, it has been discussed that the impact of "Potiential Wage-hike" will be effected differently based on the extent of their exposure to each of the corp.

Hence, this will be an ideal time to look-at their CROP/Revenue MIX.

It will be a difficult task to compile Output/Revuneu composition of all 17Nos of listed RPC's. However, the difficult task has been done and published by JKSB in their "Plantation Sector Update released Jan 2011" and subsequently published in dailyFT on 31/01/2011 (page 08) (greatly appreciated if someone can upload the report, as only paper cutting is available with me)

Accordingly - TEA;
[list][*]Almost 100% of Output of TPL, MADU, BOPL, UDPL, MASK

90% in HAPU

BALA, MAL and KAHA about 80%, while the % in HOPL and KOTA are around 70%.

KVAL and WATA about 60%.

In case of KGAL it is just less than 40% and ELPL anout 30%, while AGAL just less than 20% and NAMU only about 10%

RUBBER;

KGAL's exposure is just more than 60%, while for KVAL and KOTA between 40%-35%

HOPL and AGAL about 30% and 25% respectively.

KAHA, BALA and MAL about 20%, while NAMU and HAPU about 10%

OIL PALM

About 80% in NAMU

About 60% in ELPL and AGAL.

Between 35%-40% in case of WATA

PLEASE NOTE: The indicated % are relating to OUTPUT (Also, % relating to REVENUE have been given in the original publication sited above)

I have given here the OUTPUT composition of each RPC and analysis/comments on potiential impact from "wage-hike" and "fluctuations of comodity prices" to each of the RPC are welcome........

smallville · 2 Re: Plantation Companies (RPC) - Product/Revenue Mix Mon Apr 18, 2011 1:16 am

smallville

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Though we are talking abt this wage hike as a TEA only matter, we have to keep in mind that it disturbs the overall cost of production as well. One after effect of this wage hike is the high cost of production in near future..
So plantations are in fact affected by the so called wage hike, but the + point is; the plantations that are highly exposed to Rubber + Oil Palm can have a good chance of recovering from these oppose to mostly Tea plantations.
This quater, overally Rubber + Oil Palm plantations could've done extremely well due to surge of those comodity prices.. With the natural rubber demand rising, we can hope this to stabilize in future..

milanka · 3 Re: Plantation Companies (RPC) - Product/Revenue Mix Mon Apr 18, 2011 7:45 am

milanka

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Kapilaweer wrote: However, the difficult task has been done and published by JKSB in their "Plantation Sector Update released Jan 2011" and subsequently published in dailyFT on 31/01/2011 (page 08) (greatly appreciated if someone can upload the report, as only paper cutting is available with me)

a. you deserve a + rep.
b. This is the link to the JKSB report

http://www.ft.lk/2011/01/31/rubber-heavy-plantations-to-remain-robust-upside-for-tea-with-challenges/

Last edited by milanka on Mon Apr 18, 2011 8:34 am; edited 2 times in total (Reason for editing : added [/ quote] , added + rep)

Kaush · 4 Re: Plantation Companies (RPC) - Product/Revenue Mix Mon Apr 18, 2011 8:21 am

Kaush

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Good analysis but to get the right picture it is better to consider the total out put of the country against the individual company's out put. For example company may produce 90% of out put as rubber but it may be 10% of total out put.
Similarly another company may produce 10% of total out put as rubber but it may equal to 90% of country’s total out put. You have to consider both micro and macro factors when comparing companies. Reality is that. Anyway thanks for the (-) rep.

Last edited by Kaush on Mon Apr 18, 2011 10:12 pm; edited 1 time in total

factFINDER · 5 Re: Plantation Companies (RPC) - Product/Revenue Mix Mon Apr 18, 2011 7:43 pm

factFINDER

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milanka wrote:

Kapilaweer wrote: However, the difficult task has been done and published by JKSB in their "Plantation Sector Update released Jan 2011" and subsequently published in dailyFT on 31/01/2011 (page 08) (greatly appreciated if someone can upload the report, as only paper cutting is available with me)

a. you deserve a + rep.
b. This is the link to the JKSB report

http://www.ft.lk/2011/01/31/rubber-heavy-plantations-to-remain-robust-upside-for-tea-with-challenges/

@milanka - thank you very much!!!!!! Very Happy