【行家论股】吉隆甲洞明年产量乐观 | I3investor

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南洋行家论股

【行家论股】吉隆甲洞明年产量乐观

Tan KW

Publish date: Thu, 19 Sep 2024, 06:41 PM

分析：丰隆投行研究

目标价：22.86令吉

最新进展：

吉隆甲洞（KLK，2445，主板种植股）管理层，对2025财年鲜果串产量增长前景相当看好。

吉隆甲洞 KLK

（取自吉隆甲洞官网）

行家建议：

吉隆甲洞管理层在近期线上会议中点出，2024财年的鲜果串产量将出现中高个位数增长，低于之前预期的14%。

这主要由于埃尔尼诺对部分种植区域的滞后影响、沙巴出现的粉蚧害虫情况，以及今年初苏门答腊遭遇的长期洪灾。

据我们了解，管理层已采取必要措施应对粉蚧问题，同时，埃尔尼诺影响后产量通常会显著恢复，因此，预计2025财年产量将更加乐观。

生产成本方面，预计在末季产量走高下，2024财年原棕油生产成本将降至每吨2000至2100令吉，相比首9个月平均2227令吉。

管理层还分享，公司目前已完成全年1万公顷翻种目标的75%，预计将顺利完成。

下游业务方面，随着欧洲市场需求复苏以及联营公司表现改善，公司炼油子部门的疲软表现将得到缓解。

另外，公司也对欧盟森林砍伐条例（EUDR）提前做准备，已完成首次试验性发货，计划未来两个月进行两次发货。

我们在下修鲜果串产量预期后，将2024至2026财年净利预测，分别下调了2.5%、1.6%和1.4%。

目标价也下砍至22.86令吉，重申“买入”评级。

吉隆甲洞业绩预测19/09/24

https://www.enanyang.my/行家论股/【行家论股】吉隆甲洞-明年产量乐观

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