【行家论股】吉隆甲洞盈利将大幅复苏 | I3investor

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南洋行家论股

【行家论股】吉隆甲洞盈利将大幅复苏

Tan KW

Publish date: Tue, 14 Jan 2025, 06:02 AM

分析：大华继显研究

目标价：22.20令吉

最新进展：

吉隆甲洞（KLK，2445，主板种植股）下游业务盈利骤减，导致2024财年核心净利同比跌4.5%。

经历财报低迷期后，我们看好公司上下游业务在下财年均将发力，助其取得更强有力的业绩表现。

吉隆甲洞klk

（取自吉隆甲洞公司网站）

行家建议：

我们预计，在双业务支撑下，吉隆甲洞2025财年盈利有望反弹57%。

它的上游业务在销量和售价走高扶持下将持续增长，预计今年原棕油（CPO）平均售价将在每吨4500令吉，高于2024年的每吨4200令吉。

至于下游业务，则会在炼油厂和果仁压榨业务支撑下，盈利有望在接下来几个季度逐渐恢复。

我们也预计今年吉隆甲洞鲜果串（FFB）产量可增长10%，至610万吨。

东马种植园面临害虫问题影响了2024财年收成，但管理层预计情况将有所改善，并推动新一财年的FFB增长。

该公司同样维持每年1万公顷的翻种目标，其中2024财年的油棕树翻种面积达约9200公顷。

同时，联号公司Synthomer的亏损预计会在新管理层领导下，通过去杠杆措施和淘汰非核心业务，能有效大幅缓解亏损。

总体而言，我们看好吉隆甲洞2025财年盈利将大幅复苏，维持“守住”评级，目标价设在22.20令吉。

吉隆甲洞股价走势

https://www.enanyang.my/行家论股/【行家论股】吉隆甲洞-盈利将大幅复苏

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