【行家论股】吉隆甲洞种植业务将改善 | I3investor

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南洋行家论股

【行家论股】吉隆甲洞种植业务将改善

Tan KW

Publish date: Wed, 24 Jan 2024, 07:19 PM

分析：兴业投资研究

目标价：27.25令吉

最新进展：

吉隆甲洞（KLK，2445，主板种植股）放眼在2024财年，旗下所有种植地的鲜果串将录得双位数增长，即走高14%。

值得注意的是，该公司早前收购的两家印尼种植公司，其产量并未纳入增长目标当中。

至于下游方面，整体制造业务并未看到任何重大改善，主要是欧洲的需求仍持续疲软。

吉隆甲洞 KLK

行家建议：

随着鲜果串产量有望增加，且成本逐渐走低，相信吉隆甲洞旗下种植业务在2024财年的净利表现将有所改善。

该公司预计，2024财年的生产成本，预计将按年下降10%至15%，每吨价格预计低于2000令吉。

该公司在本财年上半年，将肥料竞标金额按年调低20%至30%，因此，我们也大略将公司本财年的成本预测，按年下修10%至15%。

尽管如此，该公司的下游业务仍相当严峻，且复苏进度缓慢，有鉴于此，公司有意重组欧盟业务，相信会在2024财年出现一些额外的重组成本。

在降低制造业务赚幅，以及提高鲜果串的预测后，我们将该公司的净利预测，大略消减了2%至9%。

综合以上，维持“买入”评级，目标价从原先的27.50令吉，稍微下修至27.25令吉，不过，比起同行，该公司的估值仍相当诱人。

吉隆甲洞股价走势24/01/24

https://www.enanyang.my/行家论股/【行家论股】吉隆甲洞-种植业务将改善

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