TDM: TDM BERHAD (2054)

TDM

2054 S

0.225

TDM

2054

S idss

TDM BERHAD KLSE Summary

Main Market : Plantation

0.225

0.000 (0.0%)

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High	0.230
Low	0.220
Open	0.230
Volume	521,900
Volume (B/S)	1,085,600 / 161,900
Price Bid/Ask	0.220 / 0.225

52w	0.170 - 0.250
ROE	5.98
P/E	9.42
EPS	2.39
DPS	0.32
DY	1.42%

NTA	0.4000
P/B	0.56
RPS	48.97
PSR	0.46
Market Cap	387.6M
Shares (mil)	1,722.88

QoQ YoY

RQoQ RYoY

CAGR

3Y 3911% TTM 3664%

5Y 2583% TTM 4589%

RSI(14)	Neutral 56.3
Stochastic(14)	Neutral 57.1
Stochastic RSI(14)	Neutral 53.3
Average Volume (3M)	499,800
Relative Volume	0.4

30-days Price Larger Chart Technical Charting

EPS	DPS	NTA	Revenue	P/L	Quarter	Q Date	Financial Year	Announced	ROE	QoQ%	YoY%
31 Dec, 2026
0.8600	0.000	0.4000	205.3m	14.7m	2	2026-06-30	31 Dec, 2026	2026-08-18	2.2%	353.4%	734.3%
-0.3400	0.000	0.3900	174.5m	-5.8m	1	2026-03-31	31 Dec, 2026	2026-05-18	-0.9%	120.3%	67.2%
31 Dec, 2025
1.6500	0.000	0.3900	231.3m	28.5m	4	2025-12-31	31 Dec, 2025	2026-02-26	4.2%	653.6%	51%
0.2200	0.320	0.3800	232.6m	3.8m	3	2025-09-30	31 Dec, 2025	2025-11-28	0.6%	115.3%	57.7%
0.1100	0.000	0.3900	174.0m	1.8m	2	2025-06-30	31 Dec, 2025	2025-08-28	0.3%	109.9%	1493.7%
-1.0200	0.000	0.3900	130.2m	-17.7m	1	2025-03-31	31 Dec, 2025	2025-05-29	-2.6%	198.6%	97%
31 Dec, 2024
1.0400	0.250	0.4000	175.9m	17.9m	4	2024-12-31	31 Dec, 2024	2025-02-27	2.6%	646.8%	50.7%
0.1400	0.000	0.3800	179.9m	2.4m	3	2024-09-30	31 Dec, 2024	2024-11-29	0.4%	2003.2%	84.5%
-0.0100	0.000	0.3800	154.7m	-126.0k	2	2024-06-30	31 Dec, 2024	2024-08-27	0.0%	98.6%	99.4%
-0.5200	0.000	0.3800	135.1m	-9.0m	1	2024-03-31	31 Dec, 2024	2024-05-27	-1.4%	124.4%	57.6%
31 Dec, 2023
2.1300	0.180	0.3800	170.6m	36.7m	4	2023-12-31	31 Dec, 2023	2024-02-27	5.6%	123.7%	270.2%
0.9500	0.000	0.3700	163.4m	16.4m	3	2023-09-30	31 Dec, 2023	2023-11-27	2.6%	183.6%	215.8%
-1.1400	0.000	0.3600	129.3m	-19.6m	2	2023-06-30	31 Dec, 2023	2023-08-28	-3.2%	7.1%	3536.8%
-1.2300	0.000	0.3700	131.1m	-21.1m	1	2023-03-31	31 Dec, 2023	2023-05-29	-3.3%	6.8%	317.5%
31 Dec, 2022
-1.1400	0.170	0.3800	157.9m	-19.8m	4	2022-12-31	31 Dec, 2022	2023-02-28	-3.0%	39.6%	43.7%
-0.8200	0.000	0.4100	153.3m	-14.2m	3	2022-09-30	31 Dec, 2022	2022-11-29	-2.0%	2581.1%	206.5%
0.0300	0.000	0.4100	159.4m	571.0k	2	2022-06-30	31 Dec, 2022	2022-08-29	0.1%	94.1%	120.8%
0.5600	0.000	0.4200	143.7m	9.7m	1	2022-03-31	31 Dec, 2022	2022-05-30	1.3%	126.1%	330%
31 Dec, 2021
-2.1600	0.290	0.4100	165.1m	-37.2m	4	2021-12-31	31 Dec, 2021	2022-02-28	-5.3%	379.5%	398.2%
0.7700	0.000	0.4400	132.1m	13.3m	3	2021-09-30	31 Dec, 2021	2021-11-30	1.8%	585%	38.8%
-0.1600	0.000	0.4400	111.0m	-2.7m	2	2021-06-30	31 Dec, 2021	2021-08-30	-0.4%	35%	85.6%
-0.2400	0.000	0.4300	102.8m	-4.2m	1	2021-03-31	31 Dec, 2021	2021-05-31	-0.6%	50.7%	49%
31 Dec, 2020
-0.5000	0.290	0.4300	129.7m	-8.6m	4	2020-12-31	31 Dec, 2020	2021-03-25	-1.2%	139.4%	94.2%
1.2600	0.000	0.4300	121.4m	21.8m	3	2020-09-30	31 Dec, 2020	2020-11-25	2.9%	213.9%	152.5%
-1.1300	0.000	0.4300	83.9m	-19.1m	2	2020-06-30	31 Dec, 2020	2020-08-25	-2.6%	130.6%	265.2%
-0.4900	0.000	0.4300	107.8m	-8.3m	1	2020-03-31	31 Dec, 2020	2020-06-29	-1.1%	76.4%	68.6%
31 Dec, 2019
-2.0800	0.000	0.4400	121.3m	-35.1m	4	2019-12-31	31 Dec, 2019	2020-03-02	-4.7%	15.3%	33.4%
-0.0200	0.000	0.5400	106.1m	-41.4m	3	2019-09-30	31 Dec, 2019	2019-11-26	0.0%	2381%	1165.3%
-0.3100	0.000	0.5600	99.5m	1.8m	2	2019-06-30	31 Dec, 2019	2019-08-27	-0.6%	137%	153.6%
-0.2900	0.000	0.5600	104.8m	-4.9m	1	2019-03-31	31 Dec, 2019	2019-05-28	-0.5%	92.2%	71.1%
31 Dec, 2018
-3.7500	0.000	0.6600	104.2m	-63.0m	4	2018-12-31	31 Dec, 2018	2019-02-28	-5.7%	1826.1%	334.2%
-0.2000	0.000	0.7200	86.7m	-3.3m	3	2018-09-30	31 Dec, 2018	2018-11-26	-0.3%	54.7%	169%
-0.4400	0.000	0.6800	97.6m	-7.2m	2	2018-06-30	31 Dec, 2018	2018-08-27	-0.6%	151.9%	21.6%
-0.1700	0.000	0.6300	116.5m	-2.9m	1	2018-03-31	31 Dec, 2018	2018-05-23	-0.3%	9.6%	115.6%
31 Dec, 2017
-0.1600	0.000	0.8700	121.2m	-2.6m	4	2017-12-31	31 Dec, 2017	2018-02-27	-0.2%	132.7%	88.6%
0.4800	0.000	0.8000	114.1m	8.0m	3	2017-09-30	31 Dec, 2017	2017-11-20	0.6%	255.7%	65.8%
-0.3400	0.000	0.8800	99.7m	-5.1m	2	2017-06-30	31 Dec, 2017	2017-08-30	-0.4%	122.9%	122.7%
1.4900	0.000	0.8900	113.9m	22.5m	1	2017-03-31	31 Dec, 2017	2017-05-25	1.7%	203.7%	878.5%
31 Dec, 2016
-1.4400	0.000	0.9900	125.3m	-21.7m	4	2016-12-31	31 Dec, 2016	2017-02-28	-1.5%	192.6%	140.6%
1.5600	0.000	0.9700	102.8m	23.4m	3	2016-09-30	31 Dec, 2016	2016-11-28	1.6%	3.5%	106.9%
1.5300	0.000	0.9700	103.1m	22.6m	2	2016-06-30	31 Dec, 2016	2016-08-29	1.6%	883.6%	92.5%
-0.1900	0.000	0.9500	97.5m	-2.9m	1	2016-03-31	31 Dec, 2016	2016-05-31	-0.2%	105.1%	58.4%
31 Dec, 2015
3.8300	0.000	0.9900	112.9m	56.7m	4	2015-12-31	31 Dec, 2015	2016-02-29	3.9%	370.9%	186.1%
0.8100	0.000	0.9000	98.6m	12.0m	3	2015-09-30	31 Dec, 2015	2015-11-23	0.9%	0.5%	58.5%
0.8200	0.000	0.8900	94.2m	12.1m	2	2015-06-30	31 Dec, 2015	2015-08-26	0.9%	282.4%	21%
-0.4500	0.000	0.9000	75.5m	-6.6m	1	2015-03-31	31 Dec, 2015	2015-05-26	-0.5%	139.5%	147.9%
31 Dec, 2014
1.1300	0.000	0.9000	99.7m	16.8m	4	2014-12-31	31 Dec, 2014	2015-02-26	1.3%	121.1%	34.8%
0.5100	0.000	0.8600	98.3m	7.6m	3	2014-09-30	31 Dec, 2014	2014-11-24	0.6%	50.4%	39.4%
1.0400	0.000	0.8600	100.8m	15.3m	2	2014-06-30	31 Dec, 2014	2014-08-27	1.2%	10.6%	382.9%
0.9400	0.000	0.8500	87.4m	13.9m	1	2014-03-31	31 Dec, 2014	2014-05-29	1.1%	45.9%	2.3%
31 Dec, 2013
1.7300	0.000	0.8400	98.3m	25.6m	4	2013-12-31	31 Dec, 2013	2014-02-20	2.1%	104.3%	28.9%
0.8500	0.000	0.8000	101.2m	12.5m	3	2013-09-30	31 Dec, 2013	2013-11-28	1.1%	331.5%	68.5%
-0.3700	0.000	0.8100	81.1m	-5.4m	2	2013-06-30	31 Dec, 2013	2013-08-29	-0.5%	138.2%	157.7%
5.7500	0.000	5.1700	90.1m	14.2m	1	2013-03-31	31 Dec, 2013	2013-05-21	1.1%	58.8%	19.7%
31 Dec, 2012
14.0300	0.000	5.1300	127.7m	34.5m	4	2012-12-31	31 Dec, 2012	2013-02-26	2.7%	13.5%	30.6%
16.2200	0.000	4.9200	133.2m	39.9m	3	2012-09-30	31 Dec, 2012	2012-11-29	3.3%	324.1%	22.6%
3.8800	0.000	4.7900	96.7m	9.4m	2	2012-06-30	31 Dec, 2012	2012-08-09	0.8%	46.8%	70.7%
7.4700	0.000	4.9600	97.7m	17.7m	1	2012-03-31	31 Dec, 2012	2012-05-15	1.5%	60.2%	39.2%
31 Dec, 2011
18.6900	0.000	4.9300	135.4m	44.3m	4	2011-12-31	31 Dec, 2011	2012-02-27	3.8%	13.9%	44.5%
21.8800	0.000	3.5000	151.5m	51.5m	3	2011-09-30	31 Dec, 2011	2011-11-24	6.3%	60.9%	82.1%
13.8600	0.000	3.2900	127.0m	32.0m	2	2011-06-30	31 Dec, 2011	2011-08-09	4.2%	10.2%	152.5%
12.7200	3.000	3.3400	105.8m	29.0m	1	2011-03-31	31 Dec, 2011	2011-05-19	3.8%	12.6%	49.2%
31 Dec, 2010
14.8900	0.000	3.1500	135.6m	33.2m	4	2010-12-31	31 Dec, 2010	2011-02-21	4.7%	17.5%	55.8%
12.8200	0.000	3.0300	110.1m	28.3m	3	2010-09-30	31 Dec, 2010	2010-11-26	4.2%	123.1%	39.9%
5.7700	0.000	2.9000	85.2m	12.7m	2	2010-06-30	31 Dec, 2010	2010-08-10	2.0%	34.9%	38.6%
8.8900	13.000	2.9700	89.9m	19.5m	1	2010-03-31	31 Dec, 2010	2010-05-17	3.0%	9%	373.2%
31 Dec, 2009
9.7700	0.000	2.8800	98.3m	21.4m	4	2009-12-31	31 Dec, 2009	2010-02-25	3.4%	5.8%	38.7%
9.2300	0.000	2.7800	95.3m	20.2m	3	2009-09-30	31 Dec, 2009	2009-11-24	3.3%	121%	43.6%
4.1800	0.000	2.8000	75.1m	9.1m	2	2009-06-30	31 Dec, 2009	2009-08-13	1.5%	122.2%	64%
1.8800	0.000	2.7500	67.7m	4.1m	1	2009-03-31	31 Dec, 2009	2009-05-27	0.7%	75.2%	81.1%
31 Dec, 2008
7.5900	0.000	2.7300	123.4m	16.6m	4	2008-12-31	31 Dec, 2008	2009-02-26	2.8%	53.6%	79.8%
16.4500	0.000	2.7000	97.9m	35.8m	3	2008-09-30	31 Dec, 2008	2008-11-26	6.1%	40.7%	47.5%
11.8000	0.000	2.6000	88.8m	25.5m	2	2008-06-30	31 Dec, 2008	2008-08-25	4.5%	17.4%	445.7%
10.0700	0.000	2.4800	74.7m	21.7m	1	2008-03-31	31 Dec, 2008	2008-05-28	4.1%	124.3%	34911.3%
31 Dec, 2007
4.4900	0.000	2.3800	79.6m	9.7m	4	2007-12-31	31 Dec, 2007	2008-02-27	1.9%	60.2%	17%
11.2800	0.000	2.3800	76.9m	24.3m	3	2007-09-30	31 Dec, 2007	2007-11-27	4.7%	399.5%	122.8%
2.1700	0.000	2.2900	46.3m	4.9m	2	2007-06-30	31 Dec, 2007	2007-08-28	0.9%	12574.4%	385.2%
-0.0200	0.000	2.2700	34.4m	-39.0k	1	2007-03-31	31 Dec, 2007	2007-05-28	0.0%	100.4%	97.3%
31 Dec, 2006
4.2900	0.000	2.2500	63.3m	9.2m	4	2006-12-31	31 Dec, 2006	2007-02-28	1.9%	15.3%	589.3%
5.0600	0.000	2.2100	55.5m	10.9m	3	2006-09-30	31 Dec, 2006	2006-11-27	2.3%	739.4%	10.4%
-0.7900	0.000	2.1600	35.9m	-1.7m	2	2006-06-30	31 Dec, 2006	2006-08-28	-0.4%	18%	140.2%
-0.6800	0.000	2.1700	34.6m	-1.4m	1	2006-03-31	31 Dec, 2006	2006-05-30	-0.3%	247.3%	230.6%
31 Dec, 2005
0.4600	0.000	2.1500	72.0m	982.0k	4	2005-12-31	31 Dec, 2005	2006-02-27	0.2%	90.1%	52.2%
4.5800	0.000	2.1800	56.9m	9.9m	3	2005-09-30	31 Dec, 2005	2005-11-24	2.1%	132.7%	21.4%
1.9700	0.000	2.1400	46.5m	4.2m	2	2005-06-30	31 Dec, 2005	2005-08-23	0.9%	286%	26%
0.5100	0.000	2.1200	37.0m	1.1m	1	2005-03-31	31 Dec, 2005	2005-05-26	0.2%	88.4%	120.9%
31 Dec, 2004
0.2700	0.000	2.1200	77.8m	584.0k	4	2004-12-31	31 Dec, 2004	2005-02-28	0.1%	95.4%	115.3%
5.8300	0.000	2.1200	75.5m	12.6m	3	2004-09-30	31 Dec, 2004	2004-11-25	2.8%	119.2%	50.6%
2.6600	0.000	2.0700	64.3m	5.7m	2	2004-06-30	31 Dec, 2004	2004-09-20	1.3%	209%	3.4%
-2.4400	0.000	2.0500	47.7m	-5.3m	1	2004-03-31	31 Dec, 2004	2004-05-27	-1.2%	173.8%	218.7%
31 Dec, 2003
3.3100	0.000	2.1200	69.1m	7.1m	4	2003-12-31	31 Dec, 2003	2004-02-25	1.6%	14.6%	113.6%
4.6600	0.000	2.0900	71.9m	8.3m	3	2003-09-30	31 Dec, 2003	2003-12-23	2.2%	40.6%	10.2%
5.6000	0.000	4.1700	51.1m	5.9m	2	2003-06-30	31 Dec, 2003	2003-08-27	1.3%	33.9%	299%
4.1800	0.000	4.1200	45.8m	4.4m	1	2003-03-31	31 Dec, 2003	2003-05-23	1.0%	32.9%	158.9%
31 Dec, 2002
3.1500	0.000	4.1400	51.1m	3.3m	4	2002-12-31	31 Dec, 2002	2003-04-04	0.8%	64.1%	43.9%
8.7700	0.000	4.3600	55.6m	9.3m	3	2002-09-30	31 Dec, 2002	2002-11-15	2.0%	0%	5%

Financial Year	Revenue ('000)	Net ('000)	EPS	DP%	Net %	Report
31 Dec, 2026	379,886	8,874	0.5200	-
31 Dec, 2025	768,053	16,373	0.9600	33.33	45.9%	View
31 Dec, 2024	645,500	11,219	0.6500	38.46	9.3%	View
31 Dec, 2023	594,323	12,369	0.7100	25.35	152.3%	View
31 Dec, 2022	614,164	-23,665	-1.3700	-12.41	23.3%	View
31 Dec, 2021	511,034	-30,850	-1.7900	-16.2	117.5%	View
31 Dec, 2020	442,877	-14,181	-0.8600	-33.72	82.2%	View
31 Dec, 2019	431,725	-79,552	-2.7000	-
31 Dec, 2018	404,950	-76,394	-4.5600	-	436.1%	View
31 Dec, 2017	448,897	22,730	1.4700	-	5.9%	View
31 Dec, 2016	428,697	21,473	1.4600	-	71.1%	View
31 Dec, 2015	381,202	74,253	5.0100	-	38.5%	View
31 Dec, 2014	386,172	53,609	3.6200	-	14.2%	View
31 Dec, 2013	370,719	46,959	7.9600	-	53.7%	View
31 Dec, 2012	455,258	101,418	41.6000	-	35.3%	View
31 Dec, 2011	519,704	156,853	67.1500	4.47	67.6%	View
31 Dec, 2010	420,856	93,609	42.3700	30.68	70.7%	View
31 Dec, 2009	336,376	54,835	25.0600	-	45.0%	View
31 Dec, 2008	384,717	99,640	45.9100	-	156.8%	View
31 Dec, 2007	237,352	38,805	17.9200	-	128.3%	View
31 Dec, 2006	189,367	16,994	7.8800	-	4.9%	View
31 Dec, 2005	212,361	16,207	7.5200	-	18.9%	View
31 Dec, 2004	265,267	13,626	6.3200	-	47.3%	View
31 Dec, 2003	238,011	25,842	17.7500	-	104.6%	View
31 Dec, 2002	106,753	12,628	11.9200	-		View

Announced	Financial Year	Subject	EX Date	Payment Date	Amount	Indicator
31 Dec, 2025
24 Sep 2025	31 Dec 2025	Interim Dividend	15 Oct 2025	27 Oct 2025	0.0032	Currency	View
31 Dec, 2024
24 Apr 2025	31 Dec 2024	Final Dividend	09 Jul 2025	24 Jul 2025	0.0012	Currency	View
27 Feb 2025	31 Dec 2024	Interim Dividend	14 Mar 2025	27 Mar 2025	0.0025	Currency	View
31 Dec, 2023
20 Dec 2023	31 Dec 2023	Interim Dividend	05 Jan 2024	17 Jan 2024	0.0018	Currency	View
31 Dec, 2022
12 Dec 2022	31 Dec 2022	Interim Dividend	27 Dec 2022	17 Jan 2023	0.0017	Currency	View
31 Dec, 2021
25 Apr 2022	31 Dec 2021	Final Dividend	06 Jul 2022	22 Jul 2022	0.0035	Currency	View
17 Dec 2021	31 Dec 2021	Interim Dividend	30 Dec 2021	14 Jan 2022	0.0029	Currency	View
31 Dec, 2020
11 May 2021	31 Dec 2020	Final Dividend	07 Jul 2021	22 Jul 2021	0.0023	Currency	View
25 Mar 2021	31 Dec 2020	Interim Dividend	08 Apr 2021	19 Apr 2021	0.0029	Currency	View
31 Dec, 2017
27 Jun 2018	31 Dec 2017	Final Dividend	12 Jul 2018	14 Aug 2018	0.0050	Currency	View
31 Dec, 2016
13 Jun 2017	31 Dec 2016	Final Dividend	29 Jun 2017	02 Aug 2017	0.0050	Currency	View
31 Dec, 2015
29 Jun 2016	31 Dec 2015	First and Final Dividend	15 Jul 2016	16 Aug 2016	0.0120	Currency	View
31 Dec, 2014
14 Apr 2015	31 Dec 2014	First and Final Dividend	11 May 2015	02 Jun 2015	0.0150	Currency	View
31 Dec, 2013
09 May 2014	31 Dec 2013	First and Final Dividend	12 Jun 2014	02 Jul 2014	0.0100	Currency	View
31 Dec, 2012
29 Apr 2013	31 Dec 2012	First and Final Dividend	27 May 2013	07 Jun 2013	0.2200	Currency	View
31 Dec, 2011
24 Apr 2012	31 Dec 2011	Final Dividend	23 May 2012	08 Jun 2012	0.1850	Currency	View
27 Apr 2011	31 Dec 2011	Interim Dividend	25 May 2011	09 Jun 2011	0.0300	Currency	View
31 Dec, 2010
26 Apr 2011	31 Dec 2010	First and Final Dividend	25 May 2011	09 Jun 2011	0.1350	Currency	View
31 Dec, 2009
30 Mar 2010	31 Dec 2009	First and Final Dividend	21 May 2010	15 Jun 2010	0.1300	Currency	View
31 Dec, 2008
05 May 2009	31 Dec 2008	First and Final Dividend	23 Jun 2009	21 Jul 2009	0.1400	RM	View
31 Dec, 2007
05 Jun 2008	31 Dec 2007	Final Dividend	11 Jul 2008	13 Aug 2008	0.0743	RM	View
31 Dec, 2006
25 May 2007	31 Dec 2006	Final Dividend	07 Aug 2007	03 Sep 2007	0.0200	RM	View

Announced	EX Date	Subject	Ratio
13 Jun 2017	29 Jun 2017	Bonus Issue	1 : 10	View
13 Jun 2013	25 Jun 2013	Others	5 : 1	View
23 May 2013	05 Jun 2013	Bonus Issue	1 : 5	View
15 Jul 2003	30 Jul 2003	Bonus Issue	1 : 1	View

Name	Price	Change	Volume	Gearing	Premium	Premium %	Maturity

No warrants found.

Announced	Date Change	Type	Shares	Name

No records

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The Defence Ministry (Mindef) said the procurement of strategic assets for the Malaysian Armed Forces (ATM) worth more than RM6 billion under Budget 2026 and the 13th Malaysia Plan (13MP) is at various stages of implementation to strengthen the country's defence preparedness.

29 Jul, 2026 19:34pm - 1 month ago TheEdge
Trading ideas: Exsim, IHH, Dnex, Alpha IVF, Hartanah Kenyalang, PRG, AAX, PTT, Jentayu, Aizo, TDM, Aeon Credit

KUALA LUMPUR: Here is a recap of the announcements that made headlines in Corporate Malaysia.

10 Jul, 2026 08:37am - 1 month ago TheStar
Jentayu Sustainables, Aeon Credit, IHH, LPI Capital, TDM, Hartanah Kenyalang, Exsim Hospitality, AirAsia X, PRG Holdings, DNeX, PTT Synergy

Here is a brief recap of some business news and corporate announcements that made the headlines on Thursday

09 Jul, 2026 23:29pm - 1 month ago TheEdge
TDM to pay higher rents for over 32,000 acres of leased plantation land in Terengganu

TDM Bhd (KL:TDM) said it will pay nearly 10% more in annual rent for 32,089 acres of plantation land in Terengganu operated by its plantation unit, KLLT Kumpulan Ladang-Ladang Terengganu Sdn Bhd (KLLT).

09 Jul, 2026 20:34pm - 1 month ago TheEdge

Recent Announcements

TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) : NON RELATED PARTY TRANSACTIONS

EXTENSION OF TIME FOR THE COMPLETION OF THE PROPOSED DISPOSAL BY TDM BERHAD ("TDM" OR THE "COMPANY") AND A MINORITY SHAREHOLDER OF THEIR ENTIRE EQUITY INTERESTS IN PT RAFI KAMAJAYA ABADI ("RKA") AND PT SAWIT REZKI ABADI ("SRA") ("DISPOSAL COMPANIES") TO IKHASAS SAWIT SDN BHD FOR AN AGGREGATE CASH CONSIDERATION OF RM115.00 MILLION ("PROPOSED DISPOSAL")
2026-08-18 - 5:23 pm
OTHERS

Media Release - Performance Results for the Second Quarter ended 30 June 2026
2026-08-18 - 5:21 pm
Quarterly rpt on consolidated results for the financial period ended 30/06/2026

2026-08-18 - 5:18 pm
MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)

2026-08-14 - 5:10 pm
DISCLOSURE ON QUARTERLY PRODUCTION

2026-07-15 - 5:23 pm

Comments

Boss Maxx

7 Like · Reply

感觉随时随地会拉一支青烛

1 month · translate ·

Previous replies (7)

Uncle Liu

MPOB 价钱也会跟着上回。大家加油

1 Like · 5 days · translate

Boss Maxx

TDM 未来一年盈利与估值预测

TDM 目前已经进入2026年下半年传统高产季。结合最新Q2财报、2026年7月实际FFB产量，以及去年8–12月的季节性增长趋势，预计下半年盈利将明显高于上半年。

一、Q2已经明显转强

Q2 2026：

营业额：RM205.35m
PBT：RM15.27m
归母净利：RM14.66m
EPS：0.86 sen

集团EBITDA达到RM39.35m，同比增加69%。

其中：

Plantation PBT：RM8.71m
Healthcare PBT：RM14.31m

两个核心业务已经同时进入盈利改善阶段。

二、下半年FFB进入高产期

2026年7月实际FFB已经达到：

41,639吨

如果按照2025年8–12月实际月度增长/下降幅度推算：

月份 2026 FFB预测
7月 41,639吨（实际）
8月 46,665吨
9月 47,277吨
10月 51,059吨
11月 48,517吨
12月 43,991吨

因此：

Q3预测FFB约135,581吨

相比Q2约100,044吨：

增长约35.5%

Q4预测FFB约：

143,567吨

相比Q2：

增长约43.5%

三、量价齐升是最大利好

Q2 TDM CPO平均售价已经达到：

RM4,564/吨

同比增长10%。

如果Q3 CPO价格继续维持RM4,500以上，同时FFB产量增加约30%–35%，Plantation盈利有机会明显超过Q2。

同时Healthcare Q2 PBT已经达到RM14.31m，成为集团第二个重要盈利来源。

因此TDM目前最大的基本面变化是：

高产量 + 高CPO价格 + Healthcare盈利增长。

四、盈利预测

2026上半年已经实现归母盈利：

RM8.87m

预测：

Q3：RM22m–RM30m
Q4：RM28m–RM38m

中心预测：

Q3：RM26m
Q4：RM33m

因此FY2026全年归母盈利预计：

约RM60m–RM75m

中心预测：

约RM68m

未来12个月 Forward Earnings 则预计：

RM70m–RM80m

中心预测：

RM75m

五、PE估值

假设未来12个月盈利RM75m、约17.23亿股：

Forward EPS约：

4.35 sen

对应：

PE 合理股价
6倍 RM0.26
8倍 RM0.35
10倍 RM0.44
12倍 RM0.52
15倍 RM0.65

总结

TDM现在已经不是单纯等待“扭亏”，而是开始进入盈利加速阶段。

Q2归母盈利已经达到RM14.66m，而Q3/Q4进入传统高产季。如果8月、9月继续保持高产，同时CPO价格高于或接近Q2水平，Q3盈利有机会达到RM25m左右甚至更高。

目前基准预测：

FY2026净利：约RM68m

未来12个月净利：约RM75m

Forward EPS：约4.35 sen

合理估值：

PE 8 = RM0.35

PE 10 = RM0.44

PE 12 = RM0.52

因此现阶段较合理的第一阶段估值区间可看：

RM0.35–RM0.45

如果Q3/Q4实际盈利继续超预期，则估值仍有进一步上调空间。