【行家论股】吉隆甲洞联营食用油销中东 | I3investor

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南洋行家论股

【行家论股】吉隆甲洞联营食用油销中东

Tan KW

Publish date: Thu, 26 Sep 2024, 08:16 PM

分析：肯纳格投行

目标价：21令吉

最新进展：

吉隆甲洞（KLK，2445，主板种植股）将早前的了解备忘录（MOU）正式转为联营企业，与阿拉米集团共同成立KLK Alami食用油私人有限公司。

klk

行家建议：

吉隆甲洞在联营企业中持股65%，主要是在瓜拉冷岳境内的精炼包装厂采购棕油并营运管理，而阿拉米集团则持股25%，负责将产品销售至中东市场。

尽管一些中东市场，如伊朗和沙地阿拉伯是棕油的长期买家，但得益于当地经济与人口增长、生活习惯改变倾向食用甜点与预制餐、新市场的棕油消费渗透率不足、对特种油脂需求上升、中东地区依旧有大量增长空间。

另外，中东地区临近的北非也是重要市场，当地每年消耗500万至700万吨油脂，与中东相当，也几乎占大马总产量的三分之一。

目前，东南亚产能过剩，精炼领域竞争激烈，我们也期待联营企业会推出更多特别产品。

综合以上，这一联营企业贡献较低，少于2%，且使用现有设施，并不会增加额外资本开销，我们维持盈利预测。

我们根据2025财年16倍本益比，维持21令吉的目标价，与“跟随大市”评级。

吉隆甲洞股价走势

https://www.enanyang.my/行家论股/【行家论股】吉隆甲洞-联营食用油销中东

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