目标价：4.65令吉
最新进展：
IOI集团（IOICORP，1961，主板种植股）计划在脱售IOI Loders Croklaan的70%股权后，扩大国内种植地皮。
管理层的目标是位于半岛和沙巴的棕地，面积低于6万公顷。
鲜果串收成改善，因此该集团放眼在截至6月杪2018财年，鲜果串产量增幅达到8%，生产成本也会降至每公吨1450令吉。
行家建议：
IOI集团有14万9714公顷成熟种植区和2万4682公顷非成熟区，平均树龄为14岁。
大马与印尼种植园的平均树龄分别为15岁及4岁，显示印尼种植园处于收支平衡初期。
此外，管理层维持资本开销在4亿至4.5亿令吉范围，明财年60%资本开销用于印尼种植活动，其余则是提升下游业务。
棕油价格稳定，预计上游种植盈利和下游盈利赚幅将改善。
不过，目前IOI集团股价已反映出所有利好因素，因此维持“中和”评级，但稍微上调目标价1仙，至4.65令吉。
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CS Tan
4.9 / 5.0
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
