吉隆甲洞今明年财测下调 | I3investor

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南洋行家论股

吉隆甲洞今明年财测下调

Tan KW

Publish date: Wed, 20 Feb 2019, 09:23 AM

目标价：22.39令吉

最新进展

归功于税收减少34.8%，吉隆甲洞（KLK，2445，主板种植股）截至去年杪的首季，净利年升6.6%至2亿5091万6000令吉。

首季营业额却从去年的51亿7502万1000令吉，年减21.1%至40亿8516万2000令吉。核心业务种植业务营业额年跌31%，制造业务年跌12%，而产业年翻1.2倍。

行家建议

在剔除了一次性因素后，该公司首季正常化盈利按年下滑37.2%，报1.904亿令吉，低于我们和市场的预期，分别仅达全年预期的17.5%和19.5%，归咎于种植与制造业务。

因此，我们下调今明财年的盈利预测，分别下修至9.122亿令吉和10.603亿令吉。

原棕油和棕榈仁价格疲软，冲击该公司盈利表现，尽管鲜果串产量提升，仅部分抵消价格下滑的利空。

同时，我们认为原棕油和棕榈仁价格不会显著上升，预料种植业务未来表现将继续受压。同样，该公司在海外的下游业务的盈利表现也会有压力。

虽然房产业务有所反弹，不过，对公司的盈利贡献微乎其微。

由于缺乏上修估值的催化剂，我们维持“中和”评级，目标价从24.50令吉下修至22.39令吉。

190220x1106_noresize

http://www.enanyang.my/news/20190219/吉隆甲洞-今明年财测下调/

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