TH Plantations Berhad (5112.KL) has a MoatMap StockRank of 97/100 based on Quality (53/100), Value (87/100), and Momentum (48/100) factor scores. The current signal is STRONG BUY. TH Plantations is a commodity cyclical producer (likely palm oil), which is explicitly excluded by the Terry Smith lens ('never own commodity cyclicals at cheap multiples'). Although agricultural commodities could benefit from the 'Geopolitical Commodity Supercycle 2.0' and 'Persistent Inflation' themes, its asset-heavy nature, low quality score, and lack of a durable, un-copyable moat make it unsuitable for our concentrated portfolio, regardless of potential macro tailwinds. This is a direct violation of our core investment philosophy.
TH Plantations Berhad is an oil palm plantation company involved in the cultivation of oil palm, harvesting of fresh fruit bunches, and production of crude palm oil and palm kernel in Malaysia. As a prominent plantation owner, the company benefits from significant land assets, integrated operations, and a long operating history in the palm oil sector. It is a significant player in the Malaysian palm oil industry, contributing to global supply.
| Price | $0.14 |
| Market Cap | $127M |
| P/E (TTM) | 7.25 |
| P/E (Forward) | 9.21 |
| Price/Book | 0.62 |
| Return on Equity | 7.9% |
| Return on Invested Capital | 9.6% |
| Debt/Equity | 58.47 |
| Gross Margin | 29.1% |
| Operating Margin | 30.8% |
| Revenue Growth | 2.8% |
| Dividend Yield | 5.1% |
| Free Cash Flow | $8M |
TH Plantations Berhad operates in the Farm Products industry, part of the Consumer Defensive sector (Malaysia).