I have been getting some comments and questions with regards to my recent Golden Agri pickup. There’s no real right answer as to which one is the best, it’s really a matter of opinion and preference. This is a short post with an extract from a CIMB CPO research report.

img CIMB CPO Research Oct 2012

CPO Planters Table Extract from CIMB Research (Click on the picture to enlarge)

Valuations, Income and Plantation Profile

For example, if you are looking for value, you should be focusing on low valuation ratios. If you are looking for stable income, then you should pick those with reasonable dividend yield and that at least 30% of the portfolio is prime so that it is able to give out income on a steady basis.

If you are looking for high growth, the largest % of portfolio being immature and young should be ideal. Also look out for those with large unplanted …