Highlights
KLSE: KMLOONG (5027)       KIM LOONG RESOURCES BHD MAIN : Plantations
Last Price Today's Change   Day's Range   Trading Volume
1.52   -0.04 (2.56%)  1.51 - 1.54  668,200
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Financials


Market Cap: 1,422 Million

Market Cap 1,422 Million
NOSH 935 Million

Latest Audited Result:  31-Jan-2020

Latest Audited Result: 31-Jan-2020
Announcement Date 29-Jun-2020
Next Audited Result: 31-Jan-2021
Est. Ann. Date: 29-Jun-2021
Est. Ann. Due Date: 30-Jul-2021

Latest Quarter:  31-Jan-2021 [#4]

Latest Quarter: 31-Jan-2021 [#4]
Announcement Date 16-Apr-2021
Next Quarter: 30-Apr-2021
Est. Ann. Date: 29-Jun-2021
Est. Ann. Due Date: 29-Jun-2021
QoQ | YoY   -65.33%  |    388.56%

Annual (Unaudited) ( EPS: 10.14, P/E: 14.98 )

Revenue | NP to SH 971,677  |  94,891
RPS | P/RPS 103.88 Cent  |  1.46
EPS | P/E | EY 10.14 Cent  |  14.98  |  6.67%
DPS | DY | Payout % 9.98 Cent  |  6.57%  |  98.39%
NAPS | P/NAPS 0.80  |  1.90
YoY   132.84%
NP Margin | ROE 11.38%  |  12.70%
F.Y. | Ann. Date 31-Jan-2021  |  16-Apr-2021

T4Q Result ( EPS: 10.14, P/E: 14.98 )

Revenue | NP to SH 971,677  |  94,891
RPS | P/RPS 103.88 Cent  |  1.46
EPS | P/E | EY 10.14 Cent  |  14.98  |  6.67%
DPS | DY | Payout % 9.98 Cent  |  6.57%  |  98.39%
NAPS | P/NAPS 0.80  |  1.90
QoQ | YoY   9.14%  |    132.84%
NP Margin | ROE 11.38%  |  12.70%
F.Y. | Ann. Date 31-Jan-2021  |  16-Apr-2021

Annualized Result ( EPS: 10.14, P/E: 14.98 )

Revenue | NP to SH 971,677  |  94,891
RPS | P/RPS 103.88 Cent  |  1.46
EPS | P/E | EY 10.14 Cent  |  14.98  |  6.67%
DPS | DY | Payout % -
NAPS | P/NAPS -
QoQ | YoY   -16.17%  |    132.84%
NP Margin | ROE 11.38%  |  12.70%
F.Y. | Ann. Date 31-Jan-2021  |  16-Apr-2021


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
31-Jan-2021 16-Apr-2021 31-Jan-2021 4 253,739 16,971 13,999 9,996 28,008 746,886 280.19% 5.52% 1.34% 933,608 27.18 27.13 1.07 1.07 3.00 2.99 0.8000 0.80   -65.33%   388.56% 29-Jan-2021 1.36 5.00 127.02 1.70 0.79% 2.21% 16-Apr-2021 1.44 5.30 134.49 1.80 0.74% 2.08%
31-Jan-2021 29-Dec-2020 31-Oct-2020 3 278,600 44,642 33,733 28,835 28,008 765,557 97.13% 12.11% 3.77% 933,607 29.84 29.78 3.09 3.08 3.00 2.99 0.8200 0.82   -13.05%   109.12% 30-Oct-2020 1.34 4.49 43.39 1.63 2.30% 2.24% 1.61 5.40 52.13 1.96 1.92% 1.86%
31-Jan-2021 28-Sep-2020 31-Jul-2020 2 237,983 47,274 36,190 33,161 37,344 774,893 112.62% 15.21% 4.28% 933,607 25.49 25.44 3.55 3.55 4.00 3.99 0.8300 0.83   44.81%   218.49% 30-Jul-2020 1.39 5.45 39.13 1.67 2.56% 2.88% 28-Sep-2020 1.39 5.45 39.13 1.67 2.56% 2.88%
31-Jan-2021 29-Jun-2020 30-Apr-2020 1 201,355 35,664 26,699 22,899 - 746,885 - % 13.26% 3.07% 933,607 21.57 21.53 2.45 2.45 0.00 0.00 0.8000 0.80   1,019.21%   57.86% 30-Apr-2020 1.08 5.01 44.03 1.35 2.27% 0.00% 29-Jun-2020 1.12 5.19 45.66 1.40 2.19% 0.00%
31-Jan-2020 27-Mar-2020 31-Jan-2020 4 181,033 5,672 2,433 2,046 - 718,877 - % 1.34% 0.28% 933,607 19.39 19.35 0.22 0.22 0.00 0.00 0.7700 0.77   -85.16%   -35.01% 31-Jan-2020 1.26 6.50 574.95 1.64 0.17% 0.00% 27-Mar-2020 0.985 5.08 449.46 1.28 0.22% 0.00%
31-Jan-2020 27-Dec-2019 31-Oct-2019 3 175,309 19,162 14,341 13,789 - 718,877 - % 8.18% 1.92% 933,607 18.78 18.74 1.48 1.47 0.00 0.00 0.7700 0.77   32.43%   -18.09% 31-Oct-2019 1.16 6.18 78.54 1.51 1.27% 0.00% 1.62 8.63 109.68 2.10 0.91% 0.00%
31-Jan-2020 27-Sep-2019 31-Jul-2019 2 154,317 12,174 10,222 10,412 28,008 728,213 269.00% 6.62% 1.43% 933,607 16.53 16.50 1.12 1.11 3.00 2.99 0.7800 0.78   -28.22%   -13.32% 31-Jul-2019 1.17 7.08 104.91 1.50 0.95% 2.56% 27-Sep-2019 1.14 6.90 102.22 1.46 0.98% 2.63%
31-Jan-2020 27-Jun-2019 30-Apr-2019 1 168,966 22,892 17,686 14,506 - 746,885 - % 10.47% 1.94% 933,607 18.10 18.06 1.55 1.55 0.00 0.00 0.8000 0.80   360.80%   -27.93% 30-Apr-2019 1.21 6.69 77.88 1.51 1.28% 0.00% 27-Jun-2019 1.15 6.35 74.01 1.44 1.35% 0.00%
31-Jan-2019 26-Mar-2019 31-Jan-2019 4 198,519 12,805 2,078 3,148 28,008 737,549 889.71% 1.05% 0.43% 933,607 21.26 21.22 0.34 0.34 3.00 2.99 0.7900 0.79   -81.30%   -83.68% 31-Jan-2019 1.25 5.88 370.71 1.58 0.27% 2.40% 26-Mar-2019 1.26 5.93 373.68 1.59 0.27% 2.38%
31-Jan-2019 27-Dec-2018 31-Oct-2018 3 227,641 24,100 18,645 16,834 - 728,213 - % 8.19% 2.31% 933,607 24.38 24.34 1.80 1.80 0.00 0.00 0.7800 0.78   40.14%   -39.70% 31-Oct-2018 1.23 5.04 68.22 1.58 1.47% 0.00% 27-Dec-2018 1.16 4.76 64.33 1.49 1.55% 0.00%
31-Jan-2019 27-Sep-2018 31-Jul-2018 2 210,287 18,574 14,071 12,012 28,008 746,884 233.17% 6.69% 1.61% 933,606 22.52 22.48 1.29 1.28 3.00 2.99 0.8000 0.80   -40.32%   -56.38% 31-Jul-2018 1.39 6.17 108.03 1.74 0.93% 2.16% 27-Sep-2018 1.31 5.82 101.82 1.64 0.98% 2.29%
31-Jan-2019 28-Jun-2018 30-Apr-2018 1 236,490 32,755 24,896 20,129 - 774,892 - % 10.53% 2.60% 933,605 25.33 25.28 2.16 2.15 0.00 0.00 0.8300 0.83   4.32%   -17.20% 30-Apr-2018 1.30 5.13 60.30 1.57 1.66% 0.00% 28-Jun-2018 1.32 5.21 61.22 1.59 1.63% 0.00%
31-Jan-2018 28-Mar-2018 31-Jan-2018 4 269,839 33,193 25,832 19,295 28,008 606,843 145.16% 9.57% 3.18% 311,202 86.71 28.85 6.20 2.06 9.00 2.99 1.9500 0.65   -30.88%   16.52% 30-Jan-2018 4.18 4.82 67.42 2.14 1.48% 2.15% 28-Mar-2018 4.20 4.84 67.74 2.15 1.48% 2.14%
31-Jan-2018 22-Dec-2017 31-Oct-2017 3 289,419 43,863 33,541 27,915 18,672 619,291 66.89% 11.59% 4.51% 311,202 93.00 30.94 8.97 2.98 6.00 2.00 1.9900 0.66   1.37%   11.18% 31-Oct-2017 4.63 4.98 51.62 2.33 1.94% 1.30% 22-Dec-2017 4.15 4.46 46.27 2.09 2.16% 1.45%
31-Jan-2018 28-Sep-2017 31-Jul-2017 2 260,457 42,973 33,437 27,538 28,008 619,291 101.71% 12.84% 4.45% 311,202 83.69 27.84 8.85 2.94 9.00 2.99 1.9900 0.66   13.27%   61.59% 31-Jul-2017 4.00 4.78 45.20 2.01 2.21% 2.25% 28-Sep-2017 3.96 4.73 44.75 1.99 2.23% 2.27%
31-Jan-2018 29-Jun-2017 30-Apr-2017 1 255,651 41,973 31,785 24,311 - 619,291 - % 12.43% 3.93% 311,202 82.15 27.33 7.81 2.60 0.00 0.00 1.9900 0.66   46.81%   95.90% 28-Apr-2017 3.70 4.50 47.36 1.86 2.11% 0.00% 29-Jun-2017 3.82 4.65 48.90 1.92 2.05% 0.00%
31-Jan-2017 29-Mar-2017 31-Jan-2017 4 255,991 29,191 22,500 16,559 24,896 594,395 150.35% 8.79% 2.79% 311,202 82.26 27.37 5.32 1.77 8.00 2.66 1.9100 0.64   -34.05%   33.97% 31-Jan-2017 3.43 4.17 64.46 1.80 1.55% 2.33% 29-Mar-2017 3.77 4.58 70.85 1.97 1.41% 2.12%
31-Jan-2017 29-Dec-2016 31-Oct-2016 3 248,100 37,332 29,045 25,107 15,555 591,118 61.96% 11.71% 4.25% 311,115 79.75 26.52 8.07 2.68 5.00 1.66 1.9000 0.63   47.32%   3.35% 31-Oct-2016 3.30 4.14 40.89 1.74 2.45% 1.52% 29-Dec-2016 3.35 4.20 41.51 1.76 2.41% 1.49%
31-Jan-2017 29-Sep-2016 31-Jul-2016 2 210,798 26,231 20,066 17,042 21,808 591,952 127.97% 9.52% 2.88% 311,553 67.66 22.54 5.47 1.82 7.00 2.33 1.9000 0.63   37.32%   -23.75% 29-Jul-2016 3.30 4.88 60.33 1.74 1.66% 2.12% 29-Sep-2016 3.28 4.85 59.96 1.73 1.67% 2.13%
31-Jan-2017 29-Jun-2016 30-Apr-2016 1 177,704 18,411 14,077 12,410 - 590,952 - % 7.92% 2.10% 311,027 57.13 19.00 3.99 1.33 0.00 0.00 1.9000 0.63   0.40%   -16.03% 29-Apr-2016 3.39 5.93 84.96 1.78 1.18% 0.00% 29-Jun-2016 3.35 5.86 83.96 1.76 1.19% 0.00%
31-Jan-2016 29-Mar-2016 31-Jan-2016 4 172,375 14,459 14,599 12,360 18,686 579,270 151.18% 8.47% 2.13% 311,435 55.35 18.43 3.97 1.32 6.00 2.00 1.8600 0.62   -49.12%   -9.43% 29-Jan-2016 3.04 5.49 76.60 1.63 1.31% 1.97% 29-Mar-2016 3.54 6.40 89.20 1.90 1.12% 1.69%
31-Jan-2016 30-Dec-2015 31-Oct-2015 3 209,121 37,611 28,448 24,294 - 566,134 - % 13.60% 4.29% 311,062 67.23 22.36 7.81 2.60 0.00 0.00 1.8200 0.61   8.70%   60.29% 30-Oct-2015 2.80 4.16 35.85 1.54 2.79% 0.00% 30-Dec-2015 2.90 4.31 37.13 1.59 2.69% 0.00%
31-Jan-2016 29-Sep-2015 31-Jul-2015 2 213,359 32,282 24,883 22,350 21,789 566,532 97.49% 11.66% 3.95% 311,281 68.54 22.81 7.18 2.39 7.00 2.33 1.8200 0.61   51.23%   23.38% 31-Jul-2015 2.95 4.30 41.09 1.62 2.43% 2.37% 29-Sep-2015 2.62 3.82 36.49 1.44 2.74% 2.67%
31-Jan-2016 30-Jun-2015 30-Apr-2015 1 162,875 23,227 17,734 14,779 31,113 591,159 210.53% 10.89% 2.50% 311,136 52.35 17.41 4.75 1.58 10.00 3.33 1.9000 0.63   8.29%   -47.89% 30-Apr-2015 2.80 5.35 58.95 1.47 1.70% 3.57% 30-Jun-2015 2.77 5.29 58.32 1.46 1.71% 3.61%
31-Jan-2015 26-Mar-2015 31-Jan-2015 4 181,252 21,749 17,240 13,647 18,639 577,820 136.58% 9.51% 2.36% 310,656 58.34 19.38 4.40 1.46 6.00 1.99 1.8600 0.62   -9.96%   -31.20% 30-Jan-2015 2.76 4.73 62.83 1.48 1.59% 2.17% 26-Mar-2015 2.80 4.80 63.74 1.51 1.57% 2.14%
31-Jan-2015 31-Dec-2014 31-Oct-2014 3 179,408 23,254 16,551 15,156 - 562,138 - % 9.23% 2.70% 310,573 57.77 19.18 4.88 1.62 0.00 0.00 1.8100 0.60   -16.33%   -3.66% 31-Oct-2014 2.82 4.88 57.79 1.56 1.73% 0.00% 31-Dec-2014 2.68 4.64 54.92 1.48 1.82% 0.00%
31-Jan-2015 29-Sep-2014 31-Jul-2014 2 197,279 28,404 21,481 18,115 21,676 566,674 119.66% 10.89% 3.20% 309,658 63.71 21.09 5.85 1.94 7.00 2.32 1.8300 0.61   -36.13%   59.42% 31-Jul-2014 2.98 4.68 50.94 1.63 1.96% 2.35% 29-Sep-2014 2.78 4.36 47.52 1.52 2.10% 2.52%
31-Jan-2015 26-Jun-2014 30-Apr-2014 1 216,986 45,456 34,417 28,361 - 571,545 - % 15.86% 4.96% 308,943 70.23 23.20 9.18 3.03 0.00 0.00 1.8500 0.61   42.98%   100.74% 30-Apr-2014 2.82 4.02 30.72 1.52 3.26% 0.00% 26-Jun-2014 2.90 4.13 31.59 1.57 3.17% 0.00%
31-Jan-2014 27-Mar-2014 31-Jan-2014 4 197,329 31,271 24,621 19,836 24,684 543,062 124.44% 12.48% 3.65% 308,558 63.95 21.10 6.42 2.12 8.00 2.64 1.7600 0.58   26.09%   41.17% 30-Jan-2014 2.58 4.03 40.13 1.47 2.49% 3.10% 27-Mar-2014 2.75 4.30 42.78 1.56 2.34% 2.91%
31-Jan-2014 31-Dec-2013 31-Oct-2013 3 163,724 23,578 18,362 15,732 - 522,339 - % 11.22% 3.01% 309,076 52.97 17.50 5.09 1.68 0.00 0.00 1.6900 0.56   38.45%   78.33% 31-Oct-2013 2.42 4.57 47.54 1.43 2.10% 0.00% 31-Dec-2013 2.54 4.79 49.90 1.50 2.00% 0.00%
31-Jan-2014 27-Sep-2013 31-Jul-2013 2 142,031 16,515 12,434 11,363 15,438 521,833 135.87% 8.75% 2.18% 308,777 46.00 15.18 3.68 1.21 5.00 1.65 1.6900 0.56   -19.57%   -16.95% 31-Jul-2013 2.42 5.26 65.76 1.43 1.52% 2.07% 27-Sep-2013 2.35 5.11 63.86 1.39 1.57% 2.13%
31-Jan-2014 25-Jun-2013 30-Apr-2013 1 137,310 24,069 17,942 14,128 - 530,571 - % 13.07% 2.66% 308,471 44.51 14.68 4.58 1.51 0.00 0.00 1.7200 0.57   0.55%   -18.76% 30-Apr-2013 2.25 5.05 49.13 1.31 2.04% 0.00% 25-Jun-2013 2.37 5.32 51.75 1.38 1.93% 0.00%
31-Jan-2013 28-Mar-2013 31-Jan-2013 4 164,030 27,587 18,095 14,051 21,595 518,300 153.70% 11.03% 2.71% 308,512 53.17 17.54 4.55 1.50 7.00 2.31 1.6800 0.55   59.27%   -28.97% 31-Jan-2013 2.21 4.16 48.52 1.32 2.06% 3.17% 28-Mar-2013 2.21 4.16 48.52 1.32 2.06% 3.17%
31-Jan-2013 31-Dec-2012 31-Oct-2012 3 160,962 16,145 12,133 8,822 - 502,792 - % 7.54% 1.75% 308,461 52.18 17.21 2.86 0.94 0.00 0.00 1.6300 0.54   -35.52%   -62.60% 31-Oct-2012 2.26 4.33 79.02 1.39 1.27% 0.00% 31-Dec-2012 2.28 4.37 79.72 1.40 1.25% 0.00%
31-Jan-2013 28-Sep-2012 31-Jul-2012 2 154,484 22,217 16,576 13,682 15,407 508,452 112.61% 10.73% 2.69% 308,153 50.13 16.52 4.44 1.46 5.00 1.65 1.6500 0.54   -21.32%   -58.90% 31-Jul-2012 2.64 5.27 59.46 1.60 1.68% 1.89% 28-Sep-2012 2.38 4.75 53.60 1.44 1.87% 2.10%
31-Jan-2013 29-Jun-2012 30-Apr-2012 1 157,762 28,605 21,716 17,390 - 525,386 - % 13.77% 3.31% 307,243 51.35 16.87 5.66 1.86 0.00 0.00 1.7100 0.56   -12.10%   -12.64% 30-Apr-2012 2.61 5.08 46.11 1.53 2.17% 0.00% 29-Jun-2012 2.50 4.87 44.17 1.46 2.26% 0.00%
31-Jan-2012 30-Mar-2012 31-Jan-2012 4 177,329 35,704 27,610 19,783 30,624 508,362 154.80% 15.57% 3.89% 306,242 57.90 18.96 6.46 2.11 10.00 3.27 1.6600 0.54   -16.14%   25.02% 31-Jan-2012 2.50 4.32 38.70 1.51 2.58% 4.00% 30-Mar-2012 2.68 4.63 41.49 1.61 2.41% 3.73%
31-Jan-2012 23-Dec-2011 31-Oct-2011 3 188,325 40,295 29,435 23,591 - 487,138 - % 15.63% 4.84% 306,376 61.47 20.13 7.70 2.52 0.00 0.00 1.5900 0.52   -29.14%   37.72% 31-Oct-2011 2.04 3.32 26.49 1.28 3.77% 0.00% 23-Dec-2011 2.30 3.74 29.87 1.45 3.35% 0.00%
31-Jan-2012 30-Sep-2011 31-Jul-2011 2 227,528 53,887 41,150 33,292 18,359 480,408 55.15% 18.09% 6.93% 305,992 74.36 24.32 10.88 3.56 6.00 1.96 1.5700 0.51   67.25%   178.73% 29-Jul-2011 2.25 3.03 20.68 1.43 4.84% 2.67% 30-Sep-2011 1.96 2.64 18.01 1.25 5.55% 3.06%
31-Jan-2012 27-Jun-2011 30-Apr-2011 1 175,150 35,156 26,554 19,906 - 467,119 - % 15.16% 4.26% 305,306 57.37 18.72 6.52 2.13 0.00 0.00 1.5300 0.50   25.80%   49.02% 29-Apr-2011 2.21 3.85 33.90 1.44 2.95% 0.00% 27-Jun-2011 2.14 3.73 32.82 1.40 3.05% 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.


Analyze this stock with MQ Trader system
  banana86 likes this.
 
ethan No problem. We share, learn and earn together.

for the OER, it is one of the best and above the national industry average.

In fact, check on quarter release on september, there are few key metrics that lead to the believe that coming quarter will be flying color one.

Page 8 of the quarter report, its CPO production (MT) is 82,260 with average selling price of RM2336. (for May, June, July).

However, the CPO production for (August, Sept ,and Oct ) = 24,610 + 25,254 +25,633 = 75947, which is about 8% drop from the May, June, July.

Source from MPOC suggest that the average of May, June, July = RM2335, which is as per listed in Kimloong Quarter release. So we use the same benchmark for August, Sept and Oct , it is RM2906.

For the CPO itself, for May, June , July (RM'000), it is 192,159 revenue, while for August, Sep, Oct (RM'000) is estimate of 220,702. This is about 15% increase of revenue on the CPO part only. So i believe the revenue increase for coming quarter will be +-3% of 15%.

So to make assumption of the breakeven cost of CPO with other income remain constant,

Revenue from milling = 231,651, profit = 32,042, so it is about 14%, backward tracing, we assume that the cost of milling per mt = RM2000

If the assumption is correct, mean coming quarter profit will be very impressive as RM2900 - RM2000 = Nett RM900 extra profit per mt CPO.

Well , if that's the case and other things remain constants, possible it's eps to be around 9 -11 eps

As i do this calculation in rush and might make wrong assumption, so reader to analyze yourself. If any mistake, appreciate the feedback and will make revision. I am still learning in investment.. cheers!

MPOC source: http://mpoc.org.my/monthly-palm-oil-trade-statistics-2020/
18/12/2020 10:22 PM
newbie2y 1 thing i like abt kmloong is the power generation with biogas, in the annual report, there will be upto 2.0 megawatt commencing 1H21, and another 1.5 pending authority finalisation...all these are additional recurring income :)
18/12/2020 10:37 PM
ooihk899 ethan, Its not that straight forward. This is because the price of FFB purchased by them will increased too. So, the EPS will be lower than your estimation.
18/12/2020 10:56 PM
ethan @ooihk899, yupe.i agree but so far they did consume and use back their own FFB, so there will be some consolidation in between. In fact, what i try to trying to put here is actually as a remarks to see how close my expectation versus the reality.

Oya.. thanks newbie2y for pointing out it is the biogas than solar that in return earn some 6 million in revenue.
18/12/2020 11:21 PM
newbie2y cant wait for the qr in a few days time! cheers!
25/12/2020 3:17 PM
trader808 3rd quarter result announcement is due today. Disappointingly it has not being announced yet.
28/12/2020 7:40 PM
ethan Hope that today the company will release quarter result to see if it match my estimation. Seem a bit late for this quarter
29/12/2020 12:25 AM
ethan too bad. My estimation seem too optimistic, but overall the performance is still impressive. Sigh, got to improve on prediction.
29/12/2020 5:29 PM
Ravin Cheema Atleast got special dividend
29/12/2020 5:31 PM
newbie2y cpo price above 3700, additional estates purchase by next qr, increased cash balances, and more importantly, management is willing to share profits with smallholders like us. thumbs!
29/12/2020 7:02 PM
trader808 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.
29/12/2020 7:15 PM
ethan 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.
29/12/2020 9:52 PM
KPH5328 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
29/12/2020 10:59 PM
trader808 Ethan's view and perception has logic and merits. The current 4 quarter running PE is 17x. May not be a bad idea to Stay invested and collect the dividend
30/12/2020 8:02 AM
bluelight good company to invest
30/12/2020 8:28 AM
ethan 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
30/12/2020 9:07 PM
newbie2y good read, thanks ethan!
30/12/2020 9:38 PM
ethan 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.
31/12/2020 12:40 AM
MNawar Thanks Trader808. Just learn something.
31/12/2020 8:37 AM
Young1 trader 808, sorry i miss your post. could you please re-post it again? thanks.
04/01/2021 3:57 PM
DTZW 1882 CPO Almost Break 4K...
04/01/2021 9:56 PM
paperplane inventory 10 yr low! wow
05/01/2021 9:59 AM
ethan 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.
06/01/2021 12:10 PM
aiyooo kikiki lucky taann switch here
06/01/2021 2:49 PM
aiyooo gogogoog
06/01/2021 2:49 PM
ethan Sigh, quite a huge drop compare to the CPO future. I am accumulating more and treat it as the opportunity for bigger gain.
29/01/2021 9:48 PM
ethan 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.
05/02/2021 12:53 PM
paperplane kim loong so good also went south, funny mkt
05/02/2021 12:54 PM
newbie2y i think the main reason was India, being major importer, has increased their import duties on palm oil, effective feb 2021...
10/02/2021 10:44 PM
trader808 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.
13/02/2021 3:58 PM
trader808 Investors are reacting and share price is reflecting to the output performance in advance of financial performance to be announced in March. My perception.
13/02/2021 4:07 PM
paperplane seems like mkt mis the PLANTATION , now reprice. all results of plantation superb
16/02/2021 10:50 AM
lcng123 Many Plantation companies posted good result this month
19/02/2021 5:51 PM
UndukNgadau Thanks trader808. Lower harvest is not good
27/02/2021 10:24 AM
ChongLeeWoon 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
28/02/2021 6:56 PM
Dragon88 share price of plantation counters will eventually catch up with the CPO price.
11/03/2021 9:22 AM
lcng123 CPO future hits RM4,100
11/03/2021 9:43 AM
gankc2011 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.
18/03/2021 1:11 PM
skl_81 Q4Y20 coming soon.
22/03/2021 3:06 PM
lching Q4 result out today?
31/03/2021 11:33 AM
AHFAN84 Until now, Q4 report still not release
31/03/2021 7:37 PM
DTZW 1882 go read announcement please
31/03/2021 8:12 PM
wongck 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
01/04/2021 2:10 AM
benlim 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
02/04/2021 1:44 PM
UndukNgadau Quarterly rpt on consolidated results for the financial period ended 31/01/2021 | https://www.klsescreener.com/v2/announcements/view/3343349
16/04/2021 6:05 PM
UndukNgadau From quarter result: Revenue of RM5.13 million has been generated from supplying power to TNB grid for the current year-to-date.
16/04/2021 6:12 PM
investortrader88 my queue buy matched at RM 1.46 just now.good luck guys.
06/05/2021 11:06 AM
sten_still booked my position
07/05/2021 4:02 PM
Johnzhang The company is very generous to pay dividend. For FY 2020 payout 100%.
10/05/2021 10:41 PM
Johnzhang FY 21 earning can easily surpass 20 sen per share . If 100% payout is practice, we can expect 20 sen dividend.
10/05/2021 10:45 PM