种植股 – INNO (6262) TARGET PRICE RM2.20
种植股 – INNO (6262) TARGET PRICE RM2.20
EconomyKing
Publish date: Fri, 28 Oct 2016, 09:28 AM
EconomyKing
0 10
假如拿CEPAT 来相比，本人相信INNO盈利肯定比起同期增加了200%。本人更大胆相信，在这大好环境里（油棕价格大涨，INNO参量大增），公司盈利会增长300%/每股盈利5.5仙。假如公司在今年保持每个季度5.5仙盈利，一年公司就赚了每股22仙。
在过去的几个月里，棕油价持续的创新高。原棕油价格在七月至九月平均已增长了16.94%相比去年同期。鲜串果价格比起同期增长了43.92%。换句话说，假如公司参量没下滑，公司盈利就会随着原棕油和鲜串果价波动。
比如：
A公司鲜串果参量是 100公吨，去年同期鲜串果价钱是1公吨400令吉。营业额则是40，000令吉（100公吨 x 400令吉），盈利则是1000令吉（假设）。现在，价钱起到600令吉。营业额则会起到 60，000令吉（100公吨 x 600令吉）。盈利则会增长至 21，000令吉。这是因为营业额的差别大部分都是公司的盈利。参量一样，员工数量一样，地皮一样，所以成本没增加。只是卖的价钱高，因而导致盈利大幅增长。营业额增长50%，盈利增长了2100%。换句话说，营业额每1%的增长将导致盈利增长大概40%。
以下是真实情况：
上个月，CEPAT出了业绩报告，参量增加了一些。营业额增加了7% 而盈利大幅增加187%。隔一天，股价开个GAP UP 十多仙。这全归功于原棕油与鲜串果价格大幅增长所导致。
除此之外，MHC也在上个月交出了亮眼的季度报告。公司参量下跌少许，而在原棕油和鲜串果的价钱带动下，公司营业额增加了9%，盈利则增长了81%。
INNO 的季度报告将在11月未出炉。公司参量增加了27.81%。相比MHC参量下跌了少许，盈利增加了81%和CEPAT的参量增加少许而盈利大幅增长187%。INNO参量大幅增加，盈利会怎么飙呢？
假如拿CEPAT 来相比，本人相信INNO盈利肯定比起同期增加了200%。本人更大胆相信，在这大好环境里（油棕价格大涨，INNO参量大增），公司盈利会增长300%/每股盈利5.5仙。假如公司在今年保持每个季度5.5仙盈利，一年公司就赚了每股22仙。
目标价 ： RM2.20 （本益比10）
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Discussions
1 person likes this. Showing 9 of 9 comments
May I ask how you get eps 5.5 as this is an impossible figure even with the increase in planting area of 5401 hectares to 9642 hectares. if the margin increase to 20% and CPO price at 2800. The FFB output need to be at 83K per month and currently INNO only at 19K
2016-10-28 11:36
For the quarter ended on 30 June 2016. The profit was 7,955,000 while revenue was 34,994,000. Profit Margin has already 22.7%. Do you think INNO production increase so gradually and FFB price increase 40 over percent. The profit margin still 22 23%? What about 50 or 60%? FFB producer has a more higher profit margin than cpo and palm kernel. This is the nature of the sector.
2016-10-28 14:24
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Can u write the article in english ?
2016-10-28 09:36