KUMPULAN FIMA BHD

KLSE (MYR): KFIMA (6491)

You're accessing 15 mins delay data. Turn on live stream now to enjoy real-time data!

Last Price

2.43

Today's Change

+0.04 (1.67%)

Day's Change

2.39 - 2.43

Trading Volume

57,500

Overview

Market Cap

686 Million

NOSH

282 Million

Avg Volume (4 weeks)

101,593

4 Weeks Range

2.32 - 2.48

4 Weeks Price Volatility (%)

68.75%

52 Weeks Range

1.90 - 2.51

52 Weeks Price Volatility (%)

86.89%

Previous Close

2.43

Open

2.39

Bid

2.42 x 10,000

Ask

2.44 x 13,000

Day's Range

2.39 - 2.43

Trading Volume

57,500

Financial Highlight

Latest Quarter | Ann. Date

31-Dec-2021 [#3] | 28-Feb-2022

Next QR | Est. Ann. Date

31-Mar-2022 | 30-Jun-2022

T4Q P/E | EY

9.47 | 10.56%

T4Q DY | Payout %

4.88% | 46.21%

T4Q NAPS | P/NAPS

2.97 | 0.82

T4Q NP Margin | ROE

17.05% | 8.65%

Company Profile

Sector: INDUSTRIAL PRODUCTS & SERVICES

Sector: INDUSTRIAL PRODUCTS & SERVICES

Subsector: DIVERSIFIED INDUSTRIALS

Subsector: DIVERSIFIED INDUSTRIALS

Description:

Kumpulan Fima Bhd is an investment holding company. It operates in five business segments. The Manufacturing segment is engaged in the production and trading of security and confidential documents. Its Bulking segment provides bulk handling and storage of various kinds of liquid and semi-liquid products as well as transportation and forwarding services. The Plantation segment consists of oil palm and pineapple estate operations. Its Food segment is involved in the fish processing, canning, distribution, and packaging of food products. The company?s Other segment comprises of investment holding, rental, trading, and management of commercial real estate properties. Its geographical segments include Malaysia, Papua New Guinea, and Indonesia.

Discussions
14 people like this. Showing 50 of 3,708 comments

Diamond7

Agree
Try to get bout 1.80 n below

Once 9 cents dividend is declare to will move up above 1.90

2021-03-08 15:14

Joo1818

Boring despite continuous share buy back. Time to distribute dividend higher than 9sen plus share unit

2021-03-17 15:05

Bgt 9963

kulk kulk...!

2021-03-17 15:06

Fabien _the efficient capital allocator

I wonder what is their game plan. The company has kept buying back shares for several years now from the lows to the high.

2021-03-25 17:30

stockraider

Remember 2 of the world most richest & savvy investors w.buffet & bill gates like investing in farmland now mah!

U can emulate them now too mah....!!

Thats why the 2 richest savvy investors have taken note the point of concern that palmoil & commodity price cannot going up forever like the case of glove & eventually the commodity price will also fall 1 day mah!

To address this issue or concern w.buffet & bill gates, say buy farmland & palmoil plantation, even the commodity price fall, u still have great protection on the value of cheap plantation land & farmland mah..!

If u buy into cheap land, u have both margin of safety accorded by cheap land plus prospect of reaping great profit from high palmoil price loh!

Thus u should Quickly Buy into palmoil plantation now, b4 its price shoot up mah!

Time to be a little bit more contraian in view of mkt at reasonable high level mah!

Warren buffet says inflation is definitely coming in view of low interest interest and speculative sign such as bitcoin, rubbish stock price run up sky high and unrealistic stock valuation & expectation and now raw commodities price run up mah!

Bill Gates already bought alot of farmland at low in preparation & in anticipation for the coming armmagedoom coming mah!
Why would one the world tech best richest owner switch alot of his investment into farmland, this bcos farmland or value real estate if it is bought at reasonable low price, u cannot go wrong over longterm bcos the availability of land is limited, u cannot manufacture land like bitcoin mah!

Coming back to msia the equivalent to farmland is oil plantation, u still can get it real cheap & it is paying u reasonably good dividend loh...this is the best defensive & offensive play like bill gates and warren buffet had highlighted mah!


As calvin sifu said timber is at record price & palmoil at record price surely some optimism will spillover to plantation & timber share price mah!

But this up 1 to 2 sen is chicken feed mah, why up so little leh ??

Timber & palmoil share r suffering from lack of production mah and also huge impairment losses on its assets mah & previous falling share price mah!
Thus they are jittery on recovery of palmoil & timber share loh!! They want to see actual profit b4 jump in loh!!
That means if u base on profit...as indicator that means the share price will be lagging loh!

Then why promote Wtk leh ??
1. The owner , directors and insiders already accumulating quietly without fanfare mah!
2. The palmoil & timber production volume of wtk, mhc, jtiasa, boustead, ijm plant already creeping up loh...this is further support by the record price of its commodities. Just imagine u have higher prices & higher volume....that will be a very important sign of higher big profit coming mah!
3. The share price already corrected over 3 yrs of downtrend previously, when there is a big shakeout of all the weak holders...u can only grow more optimistic as time past by loh!
4. Wtk is sitting on some prime land that invested at a very low cost near major town & city, they are good development mah!
5. With all the liquidity & quantitative easing & low interest rate environment, u can see big inflation will be coming loh...!! Wtk in commodities business plus very big cheap land bank is a very good inflation protector mah!

Based on the above i think wtk , jayatiasa & ijmplant is the best pick to make profit & this is concur by sifu calvin findings also mah!

Posted by pjseow > May 8, 2021 6:08 PM | Report Abuse

Calvin and Ahbah , Investment timing is very important and be at least medium and long term horizon . Dont buy at the peak . Gloves stocks had came down 50 to 60 % from the peaks in August last year . I did not promote glove counters then because the earnings were still not proven , PE were high . Glove stock prices peak before its ASP peak . There was a 9 months to a year lead of the share prices over its ASPs . Glove stocks had finally PROVEN to deliver fantastic results in the last 3 qtrs after August 2020 while their prices came down 50 % . THeir PE are less than 5 while they will continue to deliver superb results in the next few years with double and tripling of capacities . The palm oil price cannot keep going up forever since it started picking up 2 years ago in 2019 .Likewise , the oil palm counters will peak soon or already peak now before its palm oil ASP peak which may happen in 3 to 6 months time or even earlier . When palm oils ASP came down finally , do the plantation counters have doubling of capacities to compensate for the drop in ASPs ?

2021-05-08 19:19

yw92712

Vaccine passport is coming, which company will handle the Massive Security printing for official Travel document? This company buy back share almost every 2-3days at price 2.0 & below..

2021-05-11 10:11

chankp7010

4QR has been delayed. Board of Directors and Management of KFIMA, please do something about it. Did the Management inform SC and Bursa for such delay?

2021-06-02 06:44

Fabien _the efficient capital allocator

Total PBT = 92mil (77% yoy)

of which,
Manufacturing - 15mil (quite in line)
Plantation - 23mil (in line with its average, Malaysian plantation remain a loss due to young age profile)
Bulking - 43mil (quite in line)
Food - 13mil (slightly below)

Overall results consider good - 62mil net profit. Cash flows was amazing - FCF a whopping 116mil

Net cash now 231mil (about 42% of market cap)

Dividend declared 12sen was above my 10sen expectations

Excluding net cash, the valuation is crazy cheap at low single digit PER. NTA 2.92 backed by solid cash.

My view remain the same, best exit strategy is to privatize this company.

2021-06-30 19:53

CHONG Kong Hui

What is KFIMA?
Boring and Undervalued.
Steady but no growth.
Good to add to balance portfolio.
Not for short term.

2021-07-01 12:38

wallstreetrookie

Earnings meets estimate. Market perform

2021-07-02 08:55

awesome20

brewing

2021-07-07 19:27

wallstreetrookie

Still a strong buy as always. Good catch by Choivo credit to him

2021-08-11 06:02

Bgt 9963

Post removed.Why?

2021-08-11 08:45

Diamond7

Slow
Very slow,!
Need to wait patiently!

2021-10-02 20:20

Diamond7

Tortoise

2021-10-08 08:03

chin5675

slow steady

2021-10-08 13:25

stockraider

Potential 12 sen dividend loh!

Strong earnings coming mah!

2021-10-08 13:34

Diamond7

@stockraider
U are excellent.....on Ur choice of stocks.
No wonder u top in stock pick this year!

2021-10-09 21:09

Fabien _the efficient capital allocator

There is greater chance of paying more than 12 sen. earnings and FCF on track to grow y-o-y

2021-10-13 22:41

wallstreetrookie

KFIMA Upgrade to Overweight from Market Perform

2021-10-25 08:48

Diamond7

Coming quarterly report for kfima should be excellent!
CPO high...

2021-11-09 19:49

chankp7010

By this evening, QR will be out. Good or bad result?? For palm oil section, result should be good.

2021-11-30 15:37

Diamond7

Up again!
Cheers!

NTA 2.95
EPS excellent!
Hope will give bonus this year!

2022-01-06 07:39

stockraider

Steady accumulation mah!

The coming Div will be 12 sen or more loh!

2022-01-06 10:34

Diamond7

Have faith in KFima....
Yes @stockraider
12 cents dividend... hopefully this year more!

CPO up up up...
Bulking excellent profit...
Good CEOs...
Well managed company...
Bonus should come this year..

2022-01-07 06:33

Fundamental Trader

BBB

2022-01-14 09:16

Diamond7

CPO new high!
Huat arhhhh...

Happy New Year!
CEOs. N Directors

Please reward us with bonus n higher dividend this year. Let us enjoy Ur abundant profits together!
Happiness n good health to everyone!

2022-02-01 06:29

chankp7010

With CPO price at record high, KFima coming QR will be good. Quietly, many have bought KFima shares starting from RM2.00, including company's non-stopped shares buyback. I am expecting KFima to move up further after the QR as many palm oil trees are maturing and yielding good fruits. Thus,
providing further income to KFima in years to come.

2022-02-09 14:14

Diamond7

Strong! Very strong!
Ringgit 2.19

2022-02-09 18:55

Diamond7

Will continue to trend higher...
Slow n steady!
Good resilience

2022-02-09 18:57

Diamond7

2022
Theme play...
Plantation stocks!!!

2022-02-13 21:49

wallstreetrookie

Kumpulan Fima to report quarterly earnings next week

2022-02-14 06:18

Diamond7

Good
Everyday up up few cents!!!
Very steady

2022-02-15 10:56

chankp7010

I strongly believe KFima QR will be good. Insiders are busy buying at bargain price. Soon, within
2-3 weeks time, KFima market price will likely in the range of RM2.50-RM2.70. Please do your own research and do not blindly trust what others have said.

2022-02-15 12:37

Poh Chye

Chivo made a very detail analysis of Kfima. Based on CPO of 3,600, the prediction is RM3.13.With CPO price now at >5,000, breaking RM3 should not be an issue. Also the NAPS is very safe at RM2.95 with shareholders keep buying for the last 36 months. In my opinion the downside risk is minimal.

2022-02-15 16:45

Diamond7

Vow!
Will break 3.00
Wonderful!!?

2022-02-15 17:49

chankp7010

This coming FY ended 31/3/2022 will be 50th year of anniversary for KFima. Very likely, good results plus good prospects along with the celebration for half a centennial, The Directors of KFima might give out good dividends, say 14-15 cents per share for the celebration. High time to buy more for better income. Buy at your own risks!

2022-02-16 09:22

Diamond7

50th anniversary!
Hope they give more special dividend n bonus issues too!!!

All holding tightly!
Very few sellers!!!

2022-02-17 12:00

Diamond7

I thought Feb 24th is their 50th anniversary

2022-02-17 12:01

vizione888

the big boss want to open the party for all shareholder! GONG XI FA CHAI! WOW!!!

2022-02-17 13:37

Diamond7

Steam up....
Hot..now very hot!!!!

2.45 Dy

Go go go.....
Bonus please!

2022-02-17 15:24

chankp7010

If some of KFima shareholders are willing to spend some time to write to the Board of KFima requesting for special 50th year anniversary celebration by declaring good dividend to its owners. I am quite sure they would yield to consider it.

2022-02-17 15:44

Fabien _the efficient capital allocator

Rising tide lift all boats. even the "value trap" can move

Don't miss Oriental too

2022-02-17 22:59

wallstreetrookie

Kumpulan Fima Berhad: Corporate earnings to watch in Q1 2022

Maintain overweight with a long term price target of RM3.80

2022-02-19 22:03

Diamond7

CPO hit $6400+ per tonne....
Excellent report card coming...
Plantations all green!

2022-02-23 20:42

chankp7010

KFima coming QR should be good. 3 strong reasons: 1. Palm oil price, CPO is in the range of RM5,000-RM6,500 for most the months (Jan-April 2022) PLUS more palm trees are maturing for this Quarter. 2. Economic activities have resumed to normal. No more MCO. 3. Directors are buying KFima shares non-stopped. KFima also buying back its own shares from less that RM2/- to RM2.20. Since Directors are able to access to all financial/operational information, it is logical to deduce that coming QR is good and will also be paying good dividends to shareholders to celebrate 50 years anniversary of KFima.

1 month ago

Diamond7

Strong
Very strong buying support!

Coming quarterly report will be excellent!

Celebrating 50th anniversary.....
Higher dividen please...
15 cents can arhhhh...dear Directions. Thank you!

1 month ago

chankp7010

According to RHB 20 Jewels 2022, Kumpulan Fima is one of those chosen. Reasons given are: 1.Higher CPO price along with improvement in output for FY2022-2023. 2. Expansion of Bulking business in Port Kelang to capitalize on increasing demand for liquid bulking. 3. Note worthy to mention dividend payout for FY2022 is expected to exceed 20 cents per share whereas I only estimated only 15cents. 4. Cash in hand and at Bank is closed to RM1.20 per share giving KFima easy way to expand business ventures or pay dividend.

1 week ago

chankp7010

KFima 60% subsidiary Fima Corp has released its QR, with 142% increased profits and declared 10% dividend instead of 7.5%. The main reason is better output and increased in palm oil price.

5 hours ago

Post a Comment