【行家论股】吉隆甲洞油脂化学推动盈利 | I3investor

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南洋行家论股

【行家论股】吉隆甲洞油脂化学推动盈利

Tan KW

Publish date: Tue, 22 Oct 2024, 06:21 AM

分析：大马投行

目标价：25.20令吉

最新进展：

由于受虫害影响，吉隆甲洞（KLK，2445，主板种植股）2024财年鲜果串（FFB）产量不如预期。

不过，吉隆甲洞已向树干注入药物作为解决方案。

吉隆甲洞klk

（取自吉隆甲洞公司网站）

行家建议：

我们预计，公司在沙巴的FFB产量会在2025财年复苏，惟西马半岛的FFB产量则可能出现走软趋势。

至于印尼方面，FFB产量在经历厄尔尼诺现象的两年滞后影响，预计2025财年的产量改善甚微。

总体而言，我们预计吉隆甲洞2025财年的FFB产量增幅为5%，与上财年相同。

此外，吉隆甲洞的劳动力充足，即使不解除外劳冻结措施，也不会受到重大影响。

我们估计，公司在国内的11万6953公顷种植面积里，就有1.1万至1.2万名员工。

由于印尼炼油盈利承压，估计吉隆甲洞的制造业务盈利不会回升到10亿令吉的高峰水平。

但该公司仍计划继续专注进军高附加值的精炼产品，因该产品的需求和盈利相对更具弹性。

我们认为，在油脂化学品需求强劲和销售价格上升推动，2025财年制造业税前盈利将年增60%，至5.67亿令吉，但难以和2022财年的11亿令吉高峰水平相比。

综上，基于公司2025财年18倍本益比，这也是其五年平均水平，因此，我们维持25.20令吉目标价和“买入”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-油脂化学推动盈利

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