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1.40   -0.02 (1.41%)  1.39 - 1.42  402,800
388 comment(s). Last comment by Johnzhang at May 10, 2021 10:45 PM
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trader808
57 posts

Posted by trader808 > Dec 29, 2020 7:15 PM | Report Abuse

The company announced 28.8m profit. This is 109% better than last year corresponding figure, but 13.05% lower compare with the current year preceding quarter. Although the average selling price of Rm2865 /M/T is high, it is not enough to mitigate the huge fall in FFB and CPO output for the 3 months ending Oct 2020. KL has a very strong balance sheet and continues to generate huge cash flow. Considering the current 9 month financial performance and the CPO and FFB output for NOV month, I would envisage the whole year EPS to be around 12.5sen.
The fair value at various reasonably acceptable PE multiples are as follow.
PE 12X IS 150
PE 13X IS 162
PE14X IS 175.

All is not lost. In my opinion,the 3 sen special dividend would sustain the share price.


ethan
53 posts

Posted by ethan > Dec 29, 2020 9:52 PM | Report Abuse

agree with trader808. the expected annualize EPS will be within 12cents to 13cents, as the high CPO price is offset by the huge fall of FFP and CPO output. Considering high CPO price, good dividend payout and prudent management, based on historical PE, i believe it deserve fair PE between 15 - 18, using forecasted annualize EPS 12.5

PE 15x = RM1.88
PE 16x = RM2.00
PE 17x = RM2.13
PE 18x = RM2.25

With consistent dividend payment for this fiscal year , (4 cents + 3 cents + 3 cents (forecast) ), i believe it is could be sustain PE of 15x or 16x.


KPH5328
70 posts

Posted by KPH5328 > Dec 29, 2020 10:59 PM | Report Abuse

PBT for the current quarter was RM44.64 million which was 6% lower than RM47.27 million
achieved in the preceding quarter ended 31 July 2020. If the insurance compensation of RM7.62
million recognised in the preceding quarter was excluded, the PBT for the current quarter was 13% or RM4.99 million higher


bluelight
133 posts

Posted by bluelight > Dec 30, 2020 8:28 AM | Report Abuse

good company to invest


ethan
53 posts

Posted by ethan > Dec 30, 2020 9:07 PM | Report Abuse

Malacca Security latest analysis:

我们重申“买入”评级,目标价从1.74令吉上调至1.91令吉,相等于明财年16倍本益比;一般中型种植股的本益比介于14.5倍至17.5倍。

Malacca Security reiterate buy call , target price revised from RM1.74 to RM1.91 with target PE of 16. The PE range for mid cap plantation should be within PE range 14.5 to 17.5.

Source: https://www.enanyang.my/%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1/%E3%80%90%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1%E8%A7%86%E9%A2%91%E3%80%91%E9%94%A6%E9%9A%86%E8%B5%84%E6%BA%90-%E4%B8%A4%E5%B9%B4%E8%B4%A2%E6%B5%8B%E4%B8%8A%E8%B0%83


newbie2y
393 posts

Posted by newbie2y > Dec 30, 2020 9:38 PM | Report Abuse

good read, thanks ethan!


ethan
53 posts

Posted by ethan > Dec 31, 2020 12:40 AM | Report Abuse

Trader808, great sharing. Indeed it happen all the time for those stock with many call warrant, like tnb, takaful etc. So trader808 hypothesis could be correct, and if we able to trade it factor in the risk, the reward could be very good for short period of time.


MNawar
11 posts

Posted by MNawar > Dec 31, 2020 8:37 AM | Report Abuse

Thanks Trader808. Just learn something.


Young1
10 posts

Posted by Young1 > Jan 4, 2021 3:57 PM | Report Abuse

trader 808, sorry i miss your post. could you please re-post it again? thanks.


DTZW 1882
315 posts

Posted by DTZW 1882 > Jan 4, 2021 9:56 PM | Report Abuse

CPO Almost Break 4K...


paperplane
21366 posts

Posted by paperplane > Jan 5, 2021 9:59 AM | Report Abuse

inventory 10 yr low! wow


ethan
53 posts

Posted by ethan > Jan 6, 2021 12:10 PM | Report Abuse

It is coming again to challenge the new high. Target to break thru and may break RM1.70 before the dividend ex-date!! Gogogo.

Beside, lately spotted 2 gems, one is petgas and amway. May discuss in the respective group.


aiyooo
164 posts

Posted by aiyooo > Jan 6, 2021 2:49 PM | Report Abuse

kikiki lucky taann switch here


aiyooo
164 posts

Posted by aiyooo > Jan 6, 2021 2:49 PM | Report Abuse

gogogoog


ethan
53 posts

Posted by ethan > Jan 29, 2021 9:48 PM | Report Abuse

Sigh, quite a huge drop compare to the CPO future. I am accumulating more and treat it as the opportunity for bigger gain.


ethan
53 posts

Posted by ethan > Feb 5, 2021 12:53 PM | Report Abuse

When the boss is buying in own share, and with FCPO future is at 3,919.00 for Feb 21, and 3,618.00 for March 21, strong believe that the price setback is just temporary.


paperplane
21366 posts

Posted by paperplane > Feb 5, 2021 12:54 PM | Report Abuse

kim loong so good also went south, funny mkt


newbie2y
393 posts

Posted by newbie2y > Feb 10, 2021 10:44 PM | Report Abuse

i think the main reason was India, being major importer, has increased their import duties on palm oil, effective feb 2021...


trader808
57 posts

Posted by trader808 > Feb 13, 2021 3:58 PM | Report Abuse

Unlike IOI which has upstream and downstream industries, KM financial performance is quite straight forward. You can track it in advance with reasonable accuracy by monitoring its monthly output performance that has been announced in Bursa.

Here are the numbers

3Q 4Q % Diff
FFB 68990 56355 (18.3% )

CPO 75497 56274 (25.4%)

PK 19187 12913 (32.6%)

profit 33.16 ???

KM will announce its 4Q result in march. Basing on these numbers, it is quite unlikely to match 3Q performance.


paperplane
21366 posts

Posted by paperplane > Feb 16, 2021 10:50 AM | Report Abuse

seems like mkt mis the PLANTATION , now reprice. all results of plantation superb


lcng123
974 posts

Posted by lcng123 > Feb 19, 2021 5:51 PM | Report Abuse

Many Plantation companies posted good result this month


UndukNgadau
422 posts

Posted by UndukNgadau > Feb 27, 2021 10:24 AM | Report Abuse

Thanks trader808. Lower harvest is not good


ChongLeeWoon
106 posts

Posted by ChongLeeWoon > Feb 28, 2021 6:56 PM | Report Abuse

High CPO prices directly benefit plantation companies but share price laggard... look at suppliers of plantation companies, the agrochem companies such as Ancom and Hextar, all engine started and flying up!

https://klse.i3investor.com/blogs/ancom4758/2021-02-25-story-h1541264156-ANCOM_THE_NEXT_SUGAR_BABY_OF_BURSA.jsp


Dragon88
125 posts

Posted by Dragon88 > Mar 11, 2021 9:22 AM | Report Abuse

share price of plantation counters will eventually catch up with the CPO price.


lcng123
974 posts

Posted by lcng123 > Mar 11, 2021 9:43 AM | Report Abuse

CPO future hits RM4,100


gankc2011
100 posts

Posted by gankc2011 > Mar 18, 2021 1:11 PM | Report Abuse

Its share price should climb higher with higher earnings which would results in higher profit. Cash rich company with low debt and dishes out good dividend yield.


skl_81
174 posts

Posted by skl_81 > Mar 22, 2021 3:06 PM | Report Abuse

Q4Y20 coming soon.


lching
1355 posts

Posted by lching > Mar 31, 2021 11:33 AM | Report Abuse

Q4 result out today?


AHFAN84
19 posts

Posted by AHFAN84 > Mar 31, 2021 7:37 PM | Report Abuse

Until now, Q4 report still not release


DTZW 1882
315 posts

Posted by DTZW 1882 > Mar 31, 2021 8:12 PM | Report Abuse

go read announcement please


wongck
103 posts

Posted by wongck > Apr 1, 2021 2:10 AM | Report Abuse

Q4 result holding back, request for extension for 1 month due to covid19 pandemic. Other company able to do meet dateline or even earlier. Unlike in this past Qtr result announced promptly. Keep the good practices to give confidence to investors to trust the company's management team


benlim
23 posts

Posted by benlim > Apr 2, 2021 1:44 PM | Report Abuse

KIM LOONG RESOURCES BERHAD ("KLRB') OR ("THE COMPANY")
EXTENSION OF TIME FOR ISSUANCE OF QUARTERLY REPORT FOR THE YEAR ENDED 31 JANUARY 2021
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3142945


UndukNgadau
422 posts

Posted by UndukNgadau > Apr 16, 2021 6:05 PM | Report Abuse

Quarterly rpt on consolidated results for the financial period ended 31/01/2021 | https://www.klsescreener.com/v2/announcements/view/3343349


UndukNgadau
422 posts

Posted by UndukNgadau > Apr 16, 2021 6:12 PM | Report Abuse

From quarter result: Revenue of RM5.13 million has been generated from supplying power to TNB grid for the current year-to-date.


investortrader88
2465 posts

Posted by investortrader88 > May 6, 2021 11:06 AM | Report Abuse

my queue buy matched at RM 1.46 just now.good luck guys.


sten_still
250 posts

Posted by sten_still > May 7, 2021 4:02 PM | Report Abuse

booked my position


Johnzhang
533 posts

Posted by Johnzhang > May 10, 2021 10:41 PM | Report Abuse

The company is very generous to pay dividend. For FY 2020 payout 100%.


Johnzhang
533 posts

Posted by Johnzhang > May 10, 2021 10:45 PM | Report Abuse

FY 21 earning can easily surpass 20 sen per share . If 100% payout is practice, we can expect 20 sen dividend.

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