bldplnt的2007年平均产量是18.34 ( BLD 的每 ha 生产量)，这比起其他的sarawak-based company 好多了
swkplnt产量15（大约）
rsawit产量15.44
twsplnt产量16.9（全马），但它有30%在sabah和西马，所以应该也是15。
比SOP的20差。
经和网友讨论一翻后，我得到的结论是，sarawak土地种类是和产量关系不大的，土地等级(grade)才是，要经土测鉴定。
rsawit的地全是mineral soil，产量也不高。
以下是Henry Lau的演讲，如果他说的target属实，那么bldplnt就能算一只值得拥有的股了。
比较担心的是，去年(2008)中段，骗子特别多，说实话的反而是傻子，他会不会是傻子呢？
虽然说产量增加的原因可能是种植地库的增加，没值得高兴的，但，好过没有，因为有产量就有cash flow。
不可忽略的是，sarawak-based company不能创造出20%的IRR（rate），投资这类的停滞型(stagnant)公司，报酬预期不能太高。你只能寄托sector的上涨来带动他的股价，twsplnt是一个好例子（投资不如不买，买不如投机）。
但BLD算很好的了。
BLD PLANTATION NEW ESTATE IN SARAWAK
04 August 2008
BLD PLANTATION NEW ESTATE IN SARAWAK BLD PLANTATION will invest some RM110m to develop 6,000ha of new oil palm plantations in Sarawak in the next three years.
Executive Chairman - HENRY LAU LEE KONG said the Company would be aggressive in its new planting programme as more than half of its 53,000 ha land bank had not been developed. He said it was timely to increase the planted area as prices of crude palm oil (CPO) had been good.
The Group currently has about 23,000 ha planted with oil palm, with half of the plantations already producing fresh fruit bunches (FFBs). In three years, another 6,300 ha of matured planted areas will be added said LAU after the Company's AGM on Jun 17, 2008.
FORECAST CROP OUTPUT
In 2007, the Group's FFB production increased 3.6% to 211,000 tonnes. This is expected to grow to 266,000 tonnes this year (2008), 290,000 tonnes in 2009 and 320,000 tonnes in 2010.
LAU said expanding the Group's planted hectarage would also ensure an increasing supply of related products to feed its palm oil mill, refinery and kernel crushing plant.
PALM OIL REFINING & FRACTIONATION
100%-owned unit - KIRANA PALM OIL REFINERY has invested more than RM100m in a refinery and a dry fractionation plant in Bintulu, Sarawak. Both plants are now on trial production and are expected to begin commercial production in Jul 2008.
The refinery, which has a processing capacity of about 1,200 tonnes of CPO a day, is now producing refined bleached and deodorised palm oil, palm olein, palm stearins and palm fatty acids distillate. The kernel crushing plant has a daily capacity of 300 tonnes. Its products include crude palm kernel oil and palm kernel expeller.
BLD PLANTATION would continue to look out for good plantation land locally, LAU said, adding, however, that it had no plans to expand its plantation business to Indonesia yet.
For FYE Dec 31, 2007, Group Revenue rose 13% to a record RM152m from RM134m in FY06. Net profit more than doubled to RM37.8m in FY07 from RM16.9m previously.
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