Kok Senheng's comment on WTK. All Comments
Kok Senheng
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A structurally larger plantation base means more potential FFB output, while strong CPO prices provide operating leverage.

Add in the removal of the loss-making timber drag, and you have a much cleaner earnings profile.

The real question now: how much of this growth is the market already pricing in?
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Luke Low
Market already price in quite a lot so better wait for a pullback before jumping in because the timber exit is already old news.
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Solo Investor
At ~RM1.14, WTK looks partly but not fully priced in: with ~4.8× TTM P/E, ~0.7× book value, 1H26 net profit growth of +248% YoY, and a larger ~31,810-ha plantation base, I estimate the market has priced in around 60–70% of the turnaround. The remaining upside of roughly 20–35% depends on sustained FFB growth, firm CPO prices and the continued removal of the loss-making timber drag
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Sheldon
That 4.8 times PE really look like the market still sleeping on the plantation turnaround potential even though the numbers starting to show real momentum.
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