Highlights
KLSE: KRETAM (1996)       KRETAM HOLDINGS BHD MAIN : Plantations
Last Price Today's Change   Day's Range   Trading Volume
0.455   +0.03 (7.06%)  0.425 - 0.475  7,899,700
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Financials


Market Cap: 1,059 Million

Market Cap 1,059 Million
NOSH 2,328 Million

Latest Audited Result:  31-Dec-2018

Latest Audited Result: 31-Dec-2018
Announcement Date 25-Apr-2019
Next Audited Result: 31-Dec-2019
Est. Ann. Date: 25-Apr-2020
Est. Ann. Due Date: 28-Jun-2020

Latest Quarter:  30-Sep-2019 [#3]

Latest Quarter: 30-Sep-2019 [#3]
Announcement Date 28-Nov-2019
Next Quarter: 31-Dec-2019
Est. Ann. Date: 25-Feb-2020
Est. Ann. Due Date: 29-Feb-2020
QoQ | YoY   78.68%  |    70.24%

Annual (Unaudited) ( EPS: -1.26, P/E: -36.13 )

Revenue | NP to SH 510,473  |  -29,311
RPS | P/RPS 21.93 Cent  |  2.07
EPS | P/E | EY -1.26 Cent  |  -36.13  |  -2.77%
DPS | DY | Payout % 0.00 Cent  |  0.00%  |  - %
NAPS | P/NAPS 28.70  |  0.02
YoY   -270.02%
NP Margin | ROE -5.70%  |  -0.04%
F.Y. | Ann. Date 31-Dec-2018  |  25-Feb-2019

T4Q Result ( EPS: -1.36, P/E: -33.34 )

Revenue | NP to SH 349,458  |  -31,767
RPS | P/RPS 15.01 Cent  |  3.03
EPS | P/E | EY -1.36 Cent  |  -33.34  |  -3.00%
DPS | DY | Payout % 0.00 Cent  |  0.00%  |  - %
NAPS | P/NAPS 0.25  |  1.78
QoQ | YoY   14.43%  |    -139.05%
NP Margin | ROE -9.64%  |  -5.35%
F.Y. | Ann. Date 30-Sep-2019  |  28-Nov-2019

Annualized Result ( EPS: -0.71, P/E: -64.12 )

Revenue | NP to SH 366,281  |  -16,517
RPS | P/RPS 15.74 Cent  |  2.89
EPS | P/E | EY -0.71 Cent  |  -64.12  |  -1.56%
DPS | DY | Payout % -
NAPS | P/NAPS -
QoQ | YoY   18.37%  |    -24.74%
NP Margin | ROE -5.21%  |  -2.78%
F.Y. | Ann. Date 30-Sep-2019  |  28-Nov-2019


Hints :
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Date Financial Result Financial Ratio Per Share Item Performance Valuation (End of Quarter) Valuation (Ann. Date)
F.Y. Ann. Date Quarter # Revenue PBT NP NP to SH Div Net Worth Div Payout % NP Margin ROE NOSH RPS Adj. RPS EPS Adj. EPS DPS Adj. DPS NAPS Adj. NAPS QoQ YoY EOQ Date EOQ Price EOQ P/RPS EOQ P/EPS EOQ P/NAPS EOQ EY EOQ DY ANN Date ANN Price ANN P/RPS ANN P/EPS ANN P/NAPS ANN EY ANN DY
T4Q 28-Nov-2019 30-Sep-2019 3 349,458 -38,259 -33,673 -31,767 0 593,544 - % -9.64% -5.35% 2,327,627 15.01 15.01 -1.36 -1.36 0.00 0.00 0.2550 0.25   7.94% 30-Sep-2019 0.37 2.46 -27.11 1.45 -3.69% 0.00% 28-Nov-2019 0.385 2.56 -28.21 1.51 -3.54% 0.00%
31-Dec-2018 25-Feb-2019 31-Dec-2018 4 510,473 -27,922 -29,109 -29,311 - 66,802,900 - % -5.70% -0.04% 2,327,627 21.93 21.93 -1.26 -1.26 0.00 0.00 28.7000 28.70   -270.02% 31-Dec-2018 0.41 1.87 -32.56 0.01 -3.07% 0.00% 25-Feb-2019 0.40 1.82 -31.76 0.01 -3.15% 0.00%
31-Dec-2017 27-Feb-2018 31-Dec-2017 4 637,567 35,176 20,849 17,240 23,276 91,708,512 135.01% 3.27% 0.02% 2,327,627 27.39 27.39 0.74 0.74 1.00 1.00 39.4000 39.40   -14.48% 29-Dec-2017 0.54 1.97 72.91 0.01 1.37% 1.85% 27-Feb-2018 0.845 3.08 114.09 0.02 0.88% 1.18%
31-Dec-2016 23-Feb-2017 31-Dec-2016 4 378,500 32,699 20,055 20,159 20,576 81,276,271 102.07% 5.30% 0.02% 2,057,627 18.39 16.26 1.04 0.87 1.00 0.88 39.5000 34.92   507.66% 30-Dec-2016 0.545 2.96 55.63 0.01 1.80% 1.83% 23-Feb-2017 0.55 2.99 56.14 0.01 1.78% 1.82%
31-Dec-2015 26-Feb-2016 31-Dec-2015 4 407,378 1,400 5,032 -4,945 - 935,746 - % 1.24% -0.53% 1,901,923 21.42 17.50 -0.26 -0.21 0.00 0.00 0.4920 0.40   -146.28% 31-Dec-2015 0.46 2.15 -176.92 0.93 -0.57% 0.00% 26-Feb-2016 0.58 2.71 -223.08 1.18 -0.45% 0.00%
31-Dec-2014 27-Feb-2015 31-Dec-2014 4 439,555 21,975 10,759 10,684 - 920,890 - % 2.45% 1.16% 1,864,151 23.58 18.88 0.57 0.46 0.00 0.00 0.4940 0.40   -28.98% 31-Dec-2014 0.45 1.91 78.52 0.91 1.27% 0.00% 27-Feb-2015 0.46 1.95 80.26 0.93 1.25% 0.00%
31-Dec-2013 25-Feb-2014 31-Dec-2013 4 362,266 20,733 15,193 15,043 - 183,018 - % 4.19% 8.22% 365,306 99.17 15.56 0.82 0.65 0.00 0.00 0.5010 0.08   -61.98% 31-Dec-2013 3.74 3.77 90.82 7.47 1.10% 0.00% 25-Feb-2014 0.605 0.61 14.69 1.21 6.81% 0.00%
31-Dec-2012 26-Feb-2013 31-Dec-2012 4 252,297 55,524 39,700 39,567 - 895,902 - % 15.74% 4.42% 365,674 68.99 10.84 10.83 1.70 0.00 0.00 2.4500 0.38   -46.53% 31-Dec-2012 2.01 2.91 18.58 0.82 5.38% 0.00% 26-Feb-2013 2.02 2.93 18.67 0.82 5.36% 0.00%
31-Dec-2011 27-Feb-2012 31-Dec-2011 4 244,374 99,845 74,818 73,997 46,184 584,173 62.41% 30.62% 12.67% 249,646 97.89 10.50 29.64 3.18 18.50 1.98 2.3400 0.25   61.78% 30-Dec-2011 2.35 2.40 7.93 1.00 12.61% 7.87% 27-Feb-2012 2.40 2.45 8.10 1.03 12.35% 7.71%
31-Dec-2010 23-Feb-2011 31-Dec-2010 4 151,196 62,820 46,059 45,738 - 283,880 - % 30.46% 16.11% 210,281 71.90 6.50 21.76 1.97 0.00 0.00 1.3500 0.12   80.49% 30-Dec-2010 2.07 2.88 9.52 1.53 10.51% 0.00% 23-Feb-2011 1.97 2.74 9.06 1.46 11.04% 0.00%
31-Dec-2009 24-Feb-2010 31-Dec-2009 4 120,153 35,105 25,560 25,341 - 281,052 - % 21.27% 9.02% 186,127 64.55 5.16 13.61 1.09 0.00 0.00 1.5100 0.12   -6.83% 31-Dec-2009 1.16 1.80 8.52 0.77 11.74% 0.00% 24-Feb-2010 1.19 1.84 8.74 0.79 11.44% 0.00%

PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.


NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.

Div Payout %, NP Margin, ROE, DY, QoQ Δ & YoY Δ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.

All figures in '000 unless specified.


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  7 people like this.
 
hawhaw but no doubt current price is good enter, the lowest for the past 52 weeks is 51.5 when not acquisition news. can buy to keep for long term
19/06/2018 3:47 PM
Rosmah Ali Buy @46sen looks more reasonable
19/06/2018 3:49 PM
mastermarcus Can buy any price below 0.45.
19/06/2018 8:59 PM
klck23 any good today?
20/06/2018 9:43 AM
o0o54088o0o no more volume for kretam
20/06/2018 9:59 AM
o0o54088o0o i wonder @ItraderI got collect more as his said earlier ?
20/06/2018 10:02 AM
hawhaw ya, Itrader also said will give the details why it worth min 0.55 .
20/06/2018 10:12 AM
o0o54088o0o he just purposely setup a new account and try convince us to said it worth at least 0.55..can believe?haha
20/06/2018 10:43 AM
Victor Yong Proposed selling price to the acquirer was 92sen... after due diligence, cannot be about 50% of the proposed price, should be back to above 50sen gradually. Short selling has been banned for this stock , right? :)
20/06/2018 11:09 AM
o0o54088o0o short sell only ban for the day when a stock plunged down drastically...next day resume short selling
20/06/2018 11:12 AM
Victor Yong Then, still volatile, up and down for speculators :)
20/06/2018 11:29 AM
firehawk a very terrible thing!
20/06/2018 4:25 PM
Victor Yong If short selling continues, then speculators will buyback before closing time..... fun to play daily :)
20/06/2018 4:29 PM
Rosmah Ali Tomolo rebound!!!
20/06/2018 4:30 PM
hawhaw ya look high chance tomorrow rebound, today so quiet
20/06/2018 4:40 PM
Rosmah Ali Tomolo 50 sen...
20/06/2018 4:41 PM
hawhaw 46cent last 30 min eaten a lot , and some1 keep throw the share when going up to maintain price. looks got show next few day
20/06/2018 5:02 PM
Wai Yoong the reason of the drop today was mainly due to short selling, so the price will be very likely to go up and the support level at 0.46 is so strong, indicating that the speculators still think that 0.46 is cheap to be bought over.
20/06/2018 5:27 PM
o0o54088o0o calling ItraderI~~shopping bag full?
21/06/2018 10:22 AM
zayady look this stock is downtrend, fake announcement ka?
21/06/2018 11:17 AM
Younglearner why this stock keep on drop?
21/06/2018 11:49 AM
apolloang cos not worth this much
21/06/2018 11:52 AM
dblend sell, no hope
21/06/2018 12:39 PM
apolloang what!!!sentiment so bad still the market cap above 1 bil? what is kretam worth so much?
21/06/2018 12:41 PM
hornbill Hap seng will try buy again in 20 sen
21/06/2018 11:13 PM
klck23 common kreta ayam
22/06/2018 4:26 PM
klck23 tomolo 50 ? rebound? :) tomolo weekend bro
22/06/2018 4:38 PM
Younglearner tomorrow can rebound?
25/06/2018 5:08 PM
danny123 Very day rebound
25/06/2018 11:03 PM
Jayden8 End of the month Umno election if Zahid becomes presiden, this counter shoot up?
26/06/2018 7:15 PM
mastermarcus Some umno acc has been freeze. This counter is the only way to withdraw money...show time soon. Jayden8 u are right!!!
28/06/2018 10:30 PM
Younglearner still can enter , now 445?
29/06/2018 9:19 AM
Jeffreyteck Believe will drop to past low before news on M&A as industry and market remain weak.
29/06/2018 9:53 AM
khpwwl Why suddenly wake up....thought this counter going to sleep mode on Monday
23/07/2018 3:06 PM
sjy88 Wake up plz
25/07/2018 5:36 PM
khpwwl Collecting 0.415-0.420?
26/07/2018 7:12 AM
sjy88 Got chance
27/07/2018 7:31 AM
Lim Tek Wai Good profit stock
27/07/2018 10:23 AM
Jasper Coo got buy got reward
27/07/2018 10:45 AM
sjy88 Next theme to goreng is plantation?
30/07/2018 5:02 PM
EngineeringProfit Ketam mari again?
12/08/2018 4:34 AM
Ratman Still profitable to buy this on Monday? Base on chart.
12/08/2018 11:37 AM
klck23 this ketam is damn...
14/09/2018 11:35 AM
klck23 stingky
14/09/2018 11:37 AM
Hohup Sector effect as Pinepac hit limit up
21/09/2018 3:09 PM
Tarrance Schu this counter very shit....cut loss
27/09/2018 4:29 PM
klangkopitiam https://mymetastockjournal.blogspot.com/2019/01/kretam-holdings-bhd-klse-1996.html
06/01/2019 2:26 PM
commonsense Kretam Holdings is not the only plantation company that posted bad results in the most recent quarters. If you go through other financial reports, most (if not all) plantation companies are affected by the low CPO price in Jul-Sept period.

In terms of valuation, all plantation stocks are currently trading at a high PE multiple (for those that still managed to record profit) or in Kretam case, negative PE. This is reflective of the downturn cycle of the plantation industry. Don't think that the industry will reverse their down cycle 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 go up that much so the increase of soybean oil import from US to China would actually be at the expense of other oil commodities 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.

If you are still interested in the plantation industry then you should try to look at other companies first (at least until Kretam is really on a stable footing). You will notice that most plantation stocks have fallen but PE valuation is still high. As I mentioned earlier, this is normal given that the industry cycle is currently at the bottom as reflected by the CPO price. It is better for you to do a PE calculation using an average 5 years PAT to take into account the cyclical nature of the industry. With this in mind you need to have a slightly long-term investment horizon when buying into oil plantation companies.

If you are looking to diversify your portfolio outside of Kretam (due to its earnings uncertainties and bleak growth outlook) I would recommend you to look at MBMR.

MBMR is a direct proxy to Perodua via its 22.6% interest in the company. Valuation is cheap at only 6.9x PE (based on target FY18 profit of RM145mil. 9m profit is already RM106mil). PB is low at only 0.7x BV. 4Q18 results is expected to be higher than 3Q18 and last year's 4Q17.

FY19 growth will be driven by the still high demand of the new Myvi and the newly launched SUV Aruz and also the newly revamp Alza in 2H19. The recent announcement of closure and potential disposal of the loss-making alloy wheel manufacturing business alone is expected to boost the company’s profit by an additional RM10mil to RM20mil. I am projecting a profit to shareholder of RM170 mil for FY19 which at the current price values MBMR at only 5.9x PE.

Please go through the analyst reports (https://klse.i3investor.com/servlets/stk/pt/5983.jsp) and do your own analysis before making any decisions. There are 8 analysts in total covering the stock with most of them having a TP of above RM3 (all have a buy rating). The average TP for the 8 analysts is around RM3.50.

Good luck.
25/01/2019 2:48 PM
o0o54088o0o cpo is climbing,,kretam at such a low price..i will sell my underwear to buy this
13/02/2019 11:06 AM
andrew95 is this stock dead? lol
25/11/2019 2:00 PM