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Overview
Financial Highlight
HeadlinesBusiness Background Kim Loong Resources Bhd is a Malaysia based investment holding company mainly engaged in the business activities of cultivation of oil palm, processing of oil palm fresh fruit bunches and marketing of oil palm products. In addition, it is also involved in the activities of processing of oil palm fibre, and biogas and power generation. The primary business segments of the group are Plantation operations and Milling operations. Plantation segment includes cultivation of oil palm activity. Milling segment includes processing and marketing of oil palm products. The group operates in Malaysia and generates the majority of the revenue from the Milling segment.
  Kensington An 8-9% price correction this morning - the reason for not in shariah list? Is that justified? 24/11/2017 11:13 AM limch What goes up a lot must drop a lot also only fair. necro the best CPO counter in BURSA 31/10/2017 12:16 24/11/2017 4:29 PM ykloh bursa must disclose the full reasons for the movements in shariah compliance list. 26/11/2017 3:29 PM Tanleechoo Share split 3 for 1 n free warrant 1 for 20....will this push up the price ? 24/12/2017 10:01 AM bachnorton http://www.sinchew.com.my/node/1724633 Good news to palm oil counter? China going to buy all our Palm oil 02/02/2018 11:20 AM Kensington Based on the monthly production figures, the 4Q of FY2018 is the best quarter so far in terms of FFB harvesting and production of CPO/PK. So I would anticipate a significant improvement in their FY2018 results together with a projected final dividend 9 sen/share (announced ca 29 March), and hope the further announcement of share split and bonus warrant will bring some cheers to our loyal investors. 21/03/2018 4:36 PM kentrade888 Type: Warrants Sector: Listing Date: Apr 16, 2018 Maturity Date: Apr 10, 2025 Issue Size: 46,680,235 Exercise Price: MYR 1.40 Ratio: 1:1 Underlying Stock: KMLOONG Avg Volume (4 weeks): 0 16/04/2018 3:49 PM Eric Tan How come kmloong not many active transaction? Not good time to invest now? 21/08/2018 10:31 PM Jasper Coo Very confident stock, good to invest it and then can buy more car HAHAH! 23/08/2018 12:08 PM 3iii Plantation sector Low CPO price and lower seasonal harvests will mean lower profits. 27/09/2018 5:45 PM  enigmatic ¯\_(ツ)_/¯ how has the CPO price rebounded in the past? how long did it take? what factors affect production of oil palm? 11/12/2018 3:36 PM minigiant The share price will go down in the next few months... this industry is going well at the moment 28/12/2018 3:35 PM scotthong KMLOONG (5027) - Fundamental & Technical Analysis https://www.fundamental-technical-analysis.com/ Please support.. 01/01/2019 11:32 PM zxcvb
Target price around 2.60 to 2.70.. it already went up.. but worth holding.. For me.. next target will be hsplant.. TP for hsplant 3.20...=) http://youtu.be/VBZloK52RVU 01/01/2019 11:35 PM sleang with improved production figures from dec, and strengthening of cpo price, things should turn positive :) http://bepi.mpob.gov.my/admin2/price_local_daily_view_cpo_msia.php?jenis=1Y&more=Y&tahun=2019 24/01/2019 3:45 PM sleang Production improved in both FFB and CPO, even on a QoQ or YoY basis..gd job kmloong~! 17/02/2019 11:37 AM sleang took a peek into IOI management's comments, they are expecting cpo price to be able to sustain at current levels and may further increase in the 2nd qr as inventory is expected to go down.. 21/02/2019 4:04 PM Donald Hian I predict China will buy a lot more of CPO from us, ie Malaysia... under government of Tun... And this is definitely a good thing for kmloong, price will shoot up in 2019 23/03/2019 12:26 PM commonsense 4Q19 result of only RM3mil profit to shareholder was below most investors expectation. This brings the full year 2019 profit to only RM52mil. At the current share price, the company is being valued at a high PE of 22x. I don't think that the palm oil 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 biofuels 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, Finland and Norway have already started to move away from palm oil. Europe is the 2nd export market for Malaysia palm oil. Half of the import of palm oil into Europe are for Biodiesel use while the other half is for food related use. With this in mind you need to have a slightly long-term investment horizon when buying into oil plantation companies like Kim Loong as the return to upcycle might not be in the near future. If you are looking to hedge your portfolio outside of Kim Loong (due to its weak earnings outlook and 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). MBMR is expected to achieve a profit of RM200mil in 2019. At the current share price, the company is being valued at 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. 27/03/2019 1:16 PM Richard Lee nothing wrong to promote your favorite counters. But but please la dont be parasite promote and blow cow at other people counter i3. kacau kacau only 03/04/2019 4:54 PM  James Ng https://klse.i3investor.com/blogs/general/202596.jsp [转贴] [KIM LOONG RESOURCES BHD：就milling业务而言，锦隆资源于2019财政年度实现了148万吨FFB的创纪录高处理量] - James的股票投资James Share Investing 16/04/2019 1:56 PM Shinnzaii 1.17 for total 6sen dividend per annum not bad ...can consider...but pal oil need to recover first...hehe 23/04/2019 8:13 PM siaoliao https://www.theedgemarkets.com/article/kim-loong-investigating-cause-fire-kota-tinggi-mill...........hehehe get ready........SELL !!!!!!!!!!!!!! 10/06/2019 2:44 PM sleang june's production numbers came in below May's across all FFB, CPO and PKs, apart from the low production season, is it due to the fire incident earlier? 12/07/2019 6:50 PM  |
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