Highlights
KLSE: KLK (2445)       KUALA LUMPUR KEPONG BHD MAIN : Plantations
Last Price Today's Change   Day's Range   Trading Volume
22.16   -0.24 (1.07%)  21.96 - 22.34  544,800
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Overview

Market Cap: 23,955 Million
NOSH: 1,081 Million
Avg Volume (4 weeks):538,380
4 Weeks Range:21.96 - 23.50
4 Weeks Price Volatility (%):
12.99%
52 Weeks Range:19.54 - 25.22
52 Weeks Price Volatility (%):
46.13%
Average Price Target: 25.31
Price Target Upside/Downside: +3.15

Financial Highlight

Latest Quarter | Ann. Date 31-Dec-2020 [#1]  |  17-Feb-2021
Next QR | Est. Ann. Date: 31-Mar-2021  |  27-May-2021
T4Q P/E | EY: 24.88  |  4.02%
T4Q DY | Payout %: 0.67%  |  16.68%
T4Q NAPS | P/NAPS: 10.0863  |  2.20
T4Q NP Margin | ROE: 6.79%  |  8.83%

Headlines

Date Subject
07-Apr-2021 【行家论股/视频】吉隆甲洞 积极收购扩充下游
06-Apr-2021 KL Kepong - Most active in acquisitions vs. other planters
10-Mar-2021 Malaysia Strategy: 4Q20 Not Bad But 2021/22 Growth Pivot Likely
18-Feb-2021 【行家论股/视频】吉隆甲洞 进军手套业前景看俏
18-Feb-2021 Kuala Lumpur Kepong - A Strong Start to FY21
18-Feb-2021 PublicInvest Research Headlines - 18 Feb 2021
18-Feb-2021 Kuala Lumpur Kepong - Off to a Decent Start
18-Feb-2021 Mplus Market Pulse - 18 Feb 2021
18-Feb-2021 Kuala Lumpur Kepong - Above Expectations
18-Feb-2021 Kuala Lumpur Kepong - A Strong Start to FY21
18-Feb-2021 KL Kepong - Realised CPO price 19.1% lower than Malaysia spot
15-Feb-2021 Kuala Lumpur Kepong - Better prospect ahead
11-Feb-2021 Plantations - Inventory Recovers as Exports Plunge
11-Feb-2021 Plantation - Downtrend in Production to Reverse
11-Feb-2021 Plantation - Low Stockpile to Remain
29-Jan-2021 KL Kepong - Risk of squeeze in oleo margin in Malaysia
26-Jan-2021 KL Kepong - Manufacturing margin may be squeezed
26-Jan-2021 Plantation - A taxing issue for planters
12-Jan-2021 Plantation - Inventory Level Declined to Multi-Year Low, But For How Much Longer?
11-Jan-2021 Plantation - POTS Digital 2021 Takeaways

Business Background

Kuala Lumpur Kepong Bhd harvests oil palm and rubber plantations in Southeast Asia. On top of utilizing the plantations, the company manufactures fatty acids and alcohols, oleochemicals, soaps, rubber gloves, and other specialty chemicals. Through acquisitions the company has been able to obtain multiple storage facilities and establish a global reach. Customers can use the goods to create lubricants, cosmetics, paints, food, inks, and other products. The company has also branched out into property development and retail. It has developed commercial and residential areas in Asia and created townships with businesses and homes mixed in the same community.
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Mabel Hujan Emas Glove sedang bekembang
Hujan Emas Vaccine mula nak jadi
Hujan Emas Bandar Malaysia mula di sembang
Hujan Emas Sawit sudah berbunga berseri seri

Meow Meow Meow
18/09/2020 4:34 PM
Mabel CPO prices has bottom out at RM2757 at up again at RM 2822s level .., price firming uptrend.

Malaysian has Become the Top Palm Oil Supplier to China (Malaysia even beat Indonesia World No 1 Palm Oil Producer)

Malaysia’s palm oil exports to China increased by 31.9% or 316,400 MT over last year to 1.31 million MT from January to June 2020, while Indonesia shipped 1.28 million MT of PO to China, decreased by 42.7% or 956,400 MT. As a result, PO market share commanded by Malaysia in China up to June this year rose from 30.7% held last year to 50.3%, and Indonesia’s share slid to 49.2% from 69.2% for the same p
30/09/2020 8:46 AM
Mabel There are several risks factors on any Plantation earnings estimates, price target and rating. Key risks to the palm oil sector are:

(i) weather anomalies resulting in poorer-than-expected output growth -*Let's hope for a good weather the next coming 3 months*.

(ii) lower than-expected CPO price achieved – *On Target and currently CPO is Up trending*

(iii) negative policies imposed by import countries – *Positive*. The exemption of CPO export duty by the government of Malaysia till Dec 2020 will be positive for CPO exports (especially to India) and will help support CPO price which is expected to be under pressure in 3Q20 due to the anticipated stockpile build-up amid seasonal production recovery

(iv) unfriendly policies imposed by the Malaysian and Indonesian government on upstream or downstream segments – *Already factored on India’s move to restrict the importation of refined palm oil*. This will result in quicker build-up of MPOB stockpile when output recovers from 2Q20, and cap CPO price upside

(v) sharply lower crude oil prices which makes palm biodiesel demand not viable – *Brent has already breached USD 40*

(vi) weaker competing oil prices (like soybean and rapeseed- *On Target*. Alternative Oil Prices is on the rise which make Palm Oil very attractive.

Meow Meow Meow
30/09/2020 8:46 AM
Mabel THE HISTORY OF MABEL PALM OIL

The Palm Oil, whose scientific name is Elaeis guineensis Jacq, originates from West Africa. It were first brought into this country by the British in the 1870’s as an ornamental plant in their gardens. However, other countries were already familiar it and its uses. Among the earliest evidences of its usage were
• Traces of my ancestors found in burial urns aged 5000 years in Abydos, Egypt
• The barter of palm oil for salt centuries ago
• A lubricant for engines and in the manufacture of candles, soap and margarine in Europe during the 19 th century.

Palm Oil started to make Malaysia its home on a large scale in the 1960’s. This started when the Malaysian Government introduced a land cultivation scheme for the purpose of planting oil palm trees.The purpose of this scheme was to eradicate poverty and raise the standard of living for the rural population. Today, palm oil grows and flourish in palm oil plantations which can be found throughout the country, from Perlis to Sabah.
30/09/2020 12:17 PM
maimunah Plantation stocks drop in morning trade after US bans FGV palm oil imports over forced labour claims
01/10/2020 11:40 AM
maimunah According to Reuters, the US Customs and Border Protection (CBP) agency said that the US had banned imports of palm oil from FGV following investigations into allegations that it uses forced labour.
01/10/2020 11:40 AM
Mabel CPO Prices for March to May was Between RM2,100 to RM2,300

From June to August CPO prices have gone up to between RM2,400 and RM2,600

SO IT IS BENEFITTING FROM CPO PRICE SURGE (AND TODAY CPO TOUCHES RM3,000 (OCTOBER 9th 2020)

Meow Meow Meow
09/10/2020 7:11 PM
Mabel 9th October hari ini
Harga Sawit naik lagi
Perlabur Sawit pun banyak senang hati
Sudah Lima Mercedes Mabel sudah beli..

Meow Meow Meow
09/10/2020 7:25 PM
Mabel Plantation - Key Takeaways From Globoil's Webinar
Date: 9th October 2020

Solvent Extractors Association of India organised a webinar yesterday titled “World Price Outlook for Vegetable Oils and Meals”. There were three speakers i.e. Thomas Mielke from Oil World, Dorab Mistry from Godrej International and James Fry from LMC International. Here are the key takeaways from the webinar: -

James Fry said that rains and good palm prices would encourage better estate maintenance in Malaysia and Indonesia, leading to improved palm production in year 2021F. Rains would boost CPO supply in early-2021F and in the meantime, there would be a seasonal pick-up in production in 4Q2020. Peak palm production may be delayed by a month or two from the usual month of October or November in Malaysia.

In terms of demand, many companies in the HORECA sector (hotels, restaurants and catering) may not survive without government support. Families in low income countries may be trading down to smaller bottles of cooking oil. James Fry did not give a price forecast.

Thomas Mielke said that CPO prices may hover around US$700/tonne (RM2,905/tonne) in 1H2021. He forecasts global production of palm oil to increase by 3.5mil to 4mil tonnes in 2021F. CPO output in Indonesia is estimated to rise by 3mil tonnes in 2021F from about 43mil tonnes in 2020E. Thomas Mielke expects CPO production in Malaysia to be flat in 2021F.

He added that global soybean supply is ample currently in spite of weather-related losses in the US. He expects world soybean supply to increase by 21mil tonnes in 2020E/2021F as Brazil is envisaged to record a record output of 132.5mil tonnes (2019/2020E: 126.5mil tonnes).

Dorab Mistry believes that CPO production in Malaysia would be flat at 19.9mil tonnes in 2020E compared with market expectations of a decline. We believe that this implies that 4Q2020 production would be strong as Malaysia’s CPO output fell by 4.7% YoY in 8M2020. He did not give a production forecast for 2021F although he said that palm supply would be good.

Dorab has suggested a dynamic biodiesel mandate to the Indonesia government whereby if CPO prices exceed US$600/tonne, the biodiesel mandate would be reduced to B25 from B30. If CPO prices exceed US$700/tonne, the biodiesel mandate would be reduced further to B20. With this, the biodiesel mandate would still be implemented but at the same time, the smallholders would not be affected by the CPO export levy. Currently, Indonesia implements the B30 biodiesel mandate with subsidies from the CPO export levy of US$55/tonne.

Mabel Research House
10/10/2020 12:44 PM
alfred Stressing a point In the virtual International Palm Oil Sustainability Conference (IPOSC 2020) hosted by the MPOC recently, he said despite rapeseed’s scandalous distinction, its import and use for the EU’s biofuel requirements get a free pass with no questions asked about its sustainability.
Canada, as one of the biggest sources of rapeseed for biofuels in the EU, also gets ‘unfettered access’ to the EU’s biodiesel market,
17/10/2020 1:29 PM
Michael Kwok U see mine 50 percent above return.Its went to as high 15 cents(in 3rd quarter 2020) or 85 percent returnfrom the pricing as date below.KLK only went to as high as less thn 15 percent return which is rm 24.

Michael Kwok
2551 posts
Posted by Michael Kwok > Apr 9, 2020 4:12 PM | Report Abuse X

Come to Benalec.Put rm 50k to invest.Only 8-10cents.Nothing to lose.Long term will be rewarded.Land reclaimation company.Company should come clean after 3 years of impairment.


Michael Kwok
2551 posts
Posted by Michael Kwok > Apr 9, 2020 8:17 PM | Report Abuse X

Please read.Please follow;....
Michael Kwok
1659 posts
Posted by Michael Kwok > Apr 9, 2020 4:12 PM | Report Abuse X

Come to Benalec.Put rm 50k to invest.Only 8-10cents.Nothing to lose.Long term will be rewarded.Land reclaimation company.Company should come clean after 3 years of impairment.
17/10/2020 10:45 PM
Michael Kwok Now,Im calling to invest in SCH 10.5 cents-13 cents.If got money invest rm 50k or above.KLK shareholders Usually got money.If normal rm 15k.The shareholder of SCH is Dato Ong from Rubberex(rubber glove company) or through Hextar(mother company of RUBEREX.
17/10/2020 10:47 PM
Michael Kwok Last call for KLK shareholder.Buy SCH 11 cents only.Invest rm 50k above.The train going to leave.
20/10/2020 1:24 PM
xing Crude palm oil (CPO) prices were up to a nine-month high of RM3,011 per tonne in mid-September, as a result of the recovery in demand for palm oil mainly from India and China. This contrasted with the low of RM1,962 per tonne in May.
21/10/2020 12:37 PM
Mabel Congrats to all KLK Supporters

Fantastic Day for all Farmers..

Prevailing CPO Price as of yesterday is RM 3354. Cost of producing is between RM 1500-1800. This will be good for our farmers. So we expect more movements in this counter due to feel good effect on the latest Indian FGV Oil Palm Contract, Bullish FCPO (Jan FCOP has already breaches RM 3,144), current CPO prices plus the feel good effect of 2021 Budget which will be tabled tomorrow.

Well done Everyone !

Meow Meow Meow
05/11/2020 10:41 PM
Mikecyc KUALA LUMPUR, Nov 7 (Bernama): The crude palm oil (CPO) futures contract on Bursa Malaysia Derivatives is likely to trade lower next week on technical correction after touching an eight-year high on festive demand.

Singapore-based Palm Oil Analytics owner and co-founder Dr Sathia Varqa said India, the largest palm oil importer with 1.3 billion population, has already secured its edible oil purchase and forecasts a quiet shipment of Malaysian palm oil into the country.

"The Malaysian Palm Oil Board is expected to release its monthly supply and demand data next Tuesday (Nov 10), which is expected to be lower than October. This has been priced-in this week, so next week we should see some correction barring any surprise from MPOB," he told Bernama.

He said the CPO futures market on Friday ended lower amid profit-taking activities as well as positioning ahead of the MPOB October report and United States Department of Agriculture (USDA) November report due next week.
08/11/2020 8:09 AM
James Ng https://klse.i3investor.com/blogs/general/2020-11-11-story-h1536374525.jsp
[转贴] [Video:浅谈KUALA LUMPUR KEPONG BHD, KLK, 2445] - James的股票投资James Share Investing
11/11/2020 7:58 PM
Godllub Sifu
What is the average yearly dividend from klk

Tq
14/11/2020 11:47 AM
calvintaneng Klk good result is another strong confirmation we are now solidly in cpo bull run time
18/11/2020 9:10 PM
OldWiseMan100 Price correction coming as shown in TA chart. RSI at 80% all time high. MACD all time high and about to cross like previous crossing. Volume down
21/11/2020 1:35 PM
SelfMadeMillionaire Will budget 2021 pass? Tengku Razaleigh and a few BN MPs refuses to support the budget, if Budget fails, market will crash? Buy now or sell? How? If budget fails, parliament dissolve? market crash?
25/11/2020 1:21 AM
Keyman188 Keyman188 still can recall...


During 2014, when CPO average price was 2780, Plantation index was around 9400 level...


But as per today, CPO average price is standing 3350, Plantation index only 7349 (as per Friday closing) level...


So any CPO expert can guide this naive Keyman188 why so much different ???...


Perhaps CPO price gradually increased but overall oil palm planter companies unable to deliver great performance results !!!......


Is it unable to justify !!!......
06/12/2020 12:19 PM
mike The crude palm oil (CPO) futures contract on Bursa Malaysia Derivatives extended its gains to close higher today on expectation of lower output and lower stockpiles.Palm oil trader David Ng said CPO futures prices had increased to above RM3,400 per tonne, the highest level in eight years, following bullish market sentiment.We locate support at RM3,380 and resistance at RM3,500 a tonne.
06/12/2020 4:46 PM
WealthSoWonderful For those serious mature sensible minded long term investors among y'all ... Do consider TopGlove as another egg in your basket, another arrow in your quiver, another string to your bow
11/12/2020 1:13 PM
WealthSoWonderful TOPGLOVE FOR LONG TERM INVESTMENT: A QUICK PRIMER

TopGlove IPO price RM2.70 March 2001

2,000 units = RM5,400

Bonus issues:
2002 3:10 ==> 2,600 units
2003 2:5 ==> 3,640 units
2005 1:1 ==> 7,280 units
2007 2:5 ==> 10,192 units
2010 1:1 ==> 20,384 units
2016 1:1 ==> 40,768 units
2018 1:1 ==> 81,536 units
2020 2:1 ==> 244,608 units

Today 244,608 units x RM8.70/unit = RM2,128,089

Capital Appreciation = From RM5,400 to RM2,128,089 in just 19 years

This is clear solid undoubtable undeniable evidence of the awesome benefit by way of exponential growth that you get from investing long term in TopGlove

Anyways, this is not a call for buy or sell, but just sharing of some inspirational motivational confidence-building information.

Do your own due diligence

Invest at your own risk
11/12/2020 1:14 PM
Keyman188 Post removed. Why?
13/12/2020 9:00 PM
Mabel Palm oil has a 5 year cycle of long term trends of bull and bears .

2009-2014 uptrend bull run
2014-2019 bears
2020- 2025 uptrend super bull run starts.

Farewell Mr Bear, the Bull is taking over…

Meow Meow Meow
16/12/2020 1:35 PM
hasnah CPO export tax at 8% from Jan 1 to 31, says Customs Department
23/12/2020 10:36 AM
hasnah Royal Malaysian Customs Department said the 8% export duty rate was set after the CPO market price reached RM3,450 per tonne and above.
23/12/2020 10:37 AM
hasnah The rate would be effective on Jan 1 until Jan 31, 2021, marking the end of the zero export tax enjoyed from June to December 2020, which was aimed at raising the value of Malaysian palm exports to other countries, mainly India.
23/12/2020 10:37 AM
Gtrade GOOD NEWS....CPO price has exceeded 3800rgt. Cpo bullrun has started
28/12/2020 11:35 PM
calvintaneng Klk cost of cpo production only Rm1,465?

Really efficient !
31/12/2020 2:35 PM
Seeyounoup looks like this calvintaneng bought a lot of CPO related stock . lol . keep promote every single palm oil stock .
31/12/2020 4:54 PM
Mabel OIL PALM PLANTATIONS TO OPERATE AS NORMAL IF MCO IS RE-ENFORCED - Bernama
11-Jan-2021 04:14:12 PM

KUALA LUMPUR, Jan 11 (Bernama) -- The Ministry of Plantation Industries and Commodities (KPPK) has given an assurance that oil palm plantations will be given permission to operate as usual if the government implements the Movement Control Order (MCO) 2.0.

Minister Datuk Dr Mohd Khairuddin Aman Razali said this was important to ensure that palm oil production was not interrupted and the country could continue its commodity exports to the rest of the world.

"We have gone through the MCO 1.0 phase in March 2020 and today we have been through it for almost one year. Of course, we have learned the best way for us to manage the plantations more prudently.

"Besides that, workers in oil palm plantations have always practised social distancing and their jobs require them to distance themselves. Hence, the spread of COVID-19 can be avoided," he told a press conference in conjunction with the Palm Oil Economic Review & Outlook (R&O) today.

Mohd Khairuddin said his ministry was optimistic that the palm oil trade performance would be better this year due to the positive forecast of the country's economy, as well as productivity, which is expected to increase due to good agricultural practices that formed the basis of the Malaysian Sustainable Palm Oil (MPSO) certification scheme.

He said as at Dec 31, 2020, a total of 5.2 million hectares or 88.25 per cent of the 5.9 million hectares under oil palm cultivation in Malaysia have obtained the MSPO certificates.

A total of 434 mills or 96.02 per cent of the 452 palm oil mills have also obtained the MSPO certificates.

Meanwhile, he said Malaysia has decided to file legal action with the World Trade Organisation (WTO) against the European Union's (EU) restrictions on palm oil-based biofuel
11/01/2021 9:48 PM
DickyMe Post removed. Why?
11/01/2021 9:51 PM
Addy 禁跨州跨县、堂食 5州3直辖区重新落实MCO
https://www.youtube.com/watch?v=rbc91Nh_hcE
12/01/2021 1:23 AM
Petronas Post removed. Why?
12/02/2021 9:08 AM
Petronas Post removed. Why?
12/02/2021 6:52 PM
Gtrade KLK Q1 profit alone is $350m !!! Is plantation related counters seeing bumper income like gloves players in 2020?
18/02/2021 9:49 AM
UndukNgadau Just bought more KLK & IOI this morning.
18/02/2021 11:07 AM
UndukNgadau https://www.theedgemarkets.com/article/government-increases-cess-palm-oil-rm2-rm16-tonne?type=malaysia
18/02/2021 8:25 PM
Gtrade (Bloomberg) -- Tech stocks dropped on valuation concerns while commodities rallied and bond yields rose with investors pricing in stronger growth and faster inflation as the global economy recovers.
COMMODITY BULL RUN HAS STARTED.
23/02/2021 10:38 AM
Gtrade Plantatation counters to benefit from commodity bull run till 2025
23/02/2021 10:40 AM
ChongLeeWoon Yes, plantation companies benefit in terms of profits but share price not running... sold all my plantation counters and switch to SUPPLIERS of plantations like ANCOM. Plantation counters plenty in Bursa but AGROCHEM co only 3 hehe. So far the best value bet is with ANCOM...
28/02/2021 7:01 PM
ChongLeeWoon https://klse.i3investor.com/blogs/ancom4758/2021-02-25-story-h1541264156-ANCOM_THE_NEXT_SUGAR_BABY_OF_BURSA.jsp
28/02/2021 7:01 PM
mike Up to 86.39% of Malaysia’s total planted area for oil palm has been certified sustainable under the Malaysian Sustainable Palm Oil (MSPO) certification scheme.
09/03/2021 7:54 PM
UndukNgadau Just bought more KLK & UTDPLT this morning.
11/03/2021 1:22 PM
hazli Malaysia to increase palm oil exports to Saudi Arabia
BENTONG (March 12): Malaysia will increase its palm oil exports to Saudi Arabia from 300,000 tonnes to 500,000 tonnes worth approximately RM1 billion.
Plantation Industries and Commodities Minister Datuk Dr Mohd Khairuddin Aman Razali said the volume was increased following Prime Minister Tan Sri Muhyiddin Yassin's visit to Saudi Arabia recently.
It is among the accomplishments following the Prime Minister's visit to Saudi Arabia other than the growth in demand for palm oil in that country throughout the Covid-19 pandemic,” he told a press conference in conjunction with the National Immunisation Programme registration campaign for the plantation sector today.
He also revealed that the Ministry would open a regional office in Jeddah, Saudi Arabia soon.
It is to further expand our opportunities for the commodity in the African and Middle Eastern markets and we see Jeddah as the best hub. With the establishment of such office, hopefully our palm oil could be further marketed internationally,” he said.
Meanwhile, Mohd Khairuddin said his Ministry is negotiating with the Ministry of Home Affairs and Ministry of Human Resources to secure foreign workers for the plantation sector which is in desperate need of manpower.
He noted that there are currently more than 250,000 foreign workers in the plantation sector with some having returned to their respective countries upon expiry of their permits.
He said his Ministry will propose measures for the plantation sector particularly in regard to standard operating procedures as a reassurance in recruiting about 32,000 more foreigners as harvesters.
If we can get 32,000 of these harvesters, that will be another RM5 billion in palm oil-related income towards our RM75 billion target for this year.
At the same time, we hope that locals would also venture into plantation which provides many benefits such as free housing,” he said.
Earlier, Mohd Khairuddin spent some time visiting the living quarters of FGV Holdings Berhad's workers and palm oil mill in Mempaga here.
12/03/2021 10:43 PM
Toppick2019 https://klse.i3investor.com/m/blog/Momentum/2021-03-14-story-h1542179808-The_most_undervalued_plantation_stocks_ranking_by_PER_and_windfall_prof.jsp
15/03/2021 8:13 AM
UndukNgadau Bought more KLK & PPB today. Hope to buy more tomorrow
25/03/2021 5:30 PM


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