南洋行家论股
IJM种植 新收购需时贡献
目标价：2.36令吉
最新进展：
IJM种植（IJMPLNT，2216，主板种植股）以440亿印尼盾（约1300万令吉），认购印尼公司Perindustrian Sawit Synergi的20%股权，联营发展综合油棕炼油中心。
另外，公司放眼2018财年鲜果串产量增长可达8%。
今财年已翻种1000公顷种植地，下财年计划再翻种的翻耕规模也是1000公顷。
行家建议：
管理层预计，在印尼建设炼油厂房需时18至24个月的时间。
因此，我们中和看待上述消息。
该计划对今明财年的净利提振料不多，负债率则预计会从0.31倍，微增至0.32倍。
我们预计2019财年的鲜果串产量，会按年增长7%，印尼园丘仍是主要贡献来源。
另外，IJM种植严谨执行翻种，是为了确保长期有良好的鲜果串产量和原棕油榨油率。
今财年的新种植地种植计划不多。由于印尼地库所剩有限，下财年估计也不会有很多新地种植。
维持净利预测、“中和”评级和目标价2.36令吉。
http://www.enanyang.my/news/20180331/ijm种植br-新收购需时贡献/
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