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 Be the first to like this.   g00glefr3ak palm oil market improve as a whole gua...not company announcement plays. Institutions sapu as they oversold it earlier due to palm oil oversupply fails... 29/10/2014 11:05 PM logitrader http://www.klse.my/financial/quarterResult/YoY/quarter/2445/31-Dec-2014.jsp 16/02/2015 9:09 PM rlch EPF disposing lately and DY only 2.48%, worse than FGV if compare oil palm sector. http://klse.i3investor.com/servlets/stk/fin/2445.jsp 02/05/2015 3:33 AM logitrader http://www.klse.my/financial/quarterResult/YoY/quarter/2445/31-Mar-2015.jsp 20/05/2015 11:31 PM sharemaker foreign will dispose more, as plantation is too uncertain...basically they would prefer to bottom buy telco... 18/06/2015 8:53 AM speakup stupid KLK so eager to throw money to the kwai loh. So many good plantation companies here in bursa this KLK can buy, but it dont want to buy. STUPID! KLK love kwai loh or what? 08/12/2016 9:41 AM speakup KLK want to buy MP Evans whose PE is 44x. in bursa got sooooo many plantations companies PE way lower than 44x, KLK dont want to buy? STUPID! KLK must be kwai loh lover 08/12/2016 9:43 AM ryan7642 Buy klk so expensive I would prefer much bigger margin play eg kretam/rsawit/etc can play big volume b4 report is out or even hold mnths time:) happy investing^^ 12/02/2017 12:15 AM  probability Plantations profit surged 53.6% to RM419.4 million (1QFY2016: profit RM273.0 million) on account of improved selling prices of CPO and PK despite the increase in cost of CPO production and lower contributions from processing operations. 1st Quarter FY2017 vs 4th Quarter FY2016: For the current quarter, the Group's pre-tax profit rose 93.6% to RM472.4 million (4QFY2016: profit RM244.0 million) with a 21.0% improvement in revenue to RM5.496 billion (4QFY2016: RM4.543 billion). Plantations profit increased almost two-fold to RM419.4 million (4QFY2016: profit RM218.6 million) which was achieved through:- - Favourable CPO and PK selling prices realised as shown below: Crude Palm Oil (RM/mt ex-mill) 2,720 Palm Kernel (RM/mt ex-mill) 2,648 - Higher FFB production. - Better sales volume of CPO and PK. - Positive contribution from processing operations 15/02/2017 12:39 AM  Stock Kingdom This one also down, Calvin, your judgement on palm oil is totally out of way. Not only you don't know how palm oil estates run, you don't know palm oil industry. In fact, you also don't know the relationship between palm oil, soy bean oil, biofuel & crude oil. 17/08/2017 12:33 AM MWDH KLK doing their own thing... NO news from them..... I think they dont care about minority SH 26/10/2017 7:55 AM  AsiaEquityResearch https://klse.i3investor.com/blogs/asiaequityresearch/141815.jsp 20/12/2017 2:00 PM johdoe klk liberia losing money. 30 ton mill commissioned last month, only 2 hour ffb available. expansion plan stucked. big impairment soon 23/10/2018 10:42 AM  James Ng https://klse.i3investor.com/blogs/general/187750.jsp [转贴] [Facebook live:浅谈Kuala Lumpur Kepong bhd (KLK)] - James的股票投资James Share Investing 25/12/2018 10:40 AM LouiseS Last 5 years EPS on decreasing trend, decreased by 31.7% over last 5 years, PE ratio is very high at 35, ROE 6.5%, and dividend yield 1.82% https://louisesinvesting.blogspot.com/2019/01/preliminary-screening-of-counters-with_56.html 27/01/2019 7:46 AM commonsense Some investors might be thinking that the company’s profit of RM250mil in 1Q19 would mark the start of rebound back from the low profit of RM153 mil recorded back in 4Q18. However, after deducting all the non-recurring items, the core net profit in 1Q19 was only RM175mil (albeit still better than 4Q18). Let’s say that the price of palm oil recovers and the company future quarter profit for the rest of FY19 average at around RM250mil/ quarter, this would bring the company’s profit to RM925mil for FY19. At the current share price, the company would already be valued at a very lofty valuation of 28.5x PE. I don't think that the industry will reverse their down cycle trend anytime soon given the general demand of the commodity is expected to go down in the future. China for example, is negotiating with US to take in more agriculture products from US which would potentially include soybean (or soybean oil). In general, Chinese consumption of oil would not actually grow that much. Any increase of soybean oil import from the US would actually means lower import for other types of oil from other countries (in particular palm oil from Indonesia and Malaysia). Another issue is on the European demand of palm oil which is expected to go down exponentially given the proposed ban of palm oil use in food and transportation industries in the future. They have already agreed to phase out the use of palm oil in transport fuel by 2030. Some countries like France and Norway have already started to move away from palm oil. With this in mind you need to have a slightly long-term investment horizon when buying into oil plantation companies like KLK as the return to upcycle might not be in the near future. If you are looking to diversify your portfolio outside of KLK (due to its relatively high valuation), I would recommend you to look at MBMR. (https://klse.i3investor.com/servlets/stk/pt/5983.jsp) MBMR is a direct proxy to Perodua via its 22.6% interest in the company. Valuation is cheap at only 6.4x PE based on FY18 profit of RM166mil. PB is low at only 0.7x BV. FY19 should deliver another profit growth year to the company. Profit growth will again be driven by the performance of Perodua (via MBMR 22.6% holdings in Perodua) from the still strong sales of new Myvi, sales of SUV Aruz and the introduction of the newly revamp Alza sometime in the 2H19. Aruz which commands a higher margin compared to other models, will help improve the total profit margin of Perodua (which will flow to MBMR’s bottom line as well). Given the very good result in 4Q18, MBMR is expected to achieve a profit of RM200mil in 2019. At the current share price, the company is being valued at a very low PE of only 5.3x which is a lot lower than the industry average of 15x PE. As an example, UMW (another company with exposure to Perodua) is currently trading at a PE multiple of almost 20x. Good luck. 02/03/2019 11:39 PM James Ng https://klse.i3investor.com/blogs/general/198933.jsp [转贴] [Facebook live:浅谈Kuala Lumpur kepong bhd (KLK)] - James的股票投资James Share Investing 21/03/2019 10:28 AM James Ng https://klse.i3investor.com/blogs/general/202452.jsp [转贴] [KUALA LUMPUR KEPONG BHD：自上一季度的低位回升以来，现行的毛棕榈油价格已经恢复，如果能够维持这种复苏，他们对2019财政年度种植业的利润前景将会令人满意持乐观态度] - James的股票投资James Share Investing 15/04/2019 5:12 PM mr yong MALAYsia oil and gas company all HUGE DEBT ,Crude oil price low oil n gas sector DIE ，biggest exporter EURO don't want PALM OILplantation sector DIE ,IMDB HUGE debt,Tabung HAJI billion billion losses ,household DEBT 80% GDP MALAYsia people NO MORE purchasing power BANk and PROperty sector will going SlowDOWNn ,GOVT DEBT nearly 1 TRILLION GOVT no more MONEY do Infrastructure CONstuction sector DIE .OIL and PALM OIL contribution GDP 40% ,MALAYsia deficit,malaysia GOVT selling asset HK property selling TELCO asset to FOREIGN company,SOVEREIGN fund khazanah selling stock ,EPF selling stock,FOREIGN FUND selling malaysia BONDS ,Economy RECESSION..MALAYSIA CRISIS induced ASIAN FINANCIAL CRISIS 2019. 13/05/2019 2:39 PM James Ng https://klse.i3investor.com/blogs/general/207063.jsp [转贴] [Facebook live:浅谈Kuala Lumpur Kepong bhd (KLK)] - James的股票投资James Share Investing 17/05/2019 9:21 PM |
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