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Last Price Today's Change   Day's Range   Trading Volume
1.38   -0.01 (0.72%)  1.35 - 1.40  976,600
369 comment(s). Last comment by aiyooo at Jan 6, 2021 2:49 PM
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ethan
50 posts

Posted by ethan > Dec 29, 2020 12:25 AM | Report Abuse

Hope that today the company will release quarter result to see if it match my estimation. Seem a bit late for this quarter


ethan
50 posts

Posted by ethan > Dec 29, 2020 5:29 PM | Report Abuse

too bad. My estimation seem too optimistic, but overall the performance is still impressive. Sigh, got to improve on prediction.


Ravin Cheema
844 posts

Posted by Ravin Cheema > Dec 29, 2020 5:31 PM | Report Abuse

Atleast got special dividend


newbie2y
240 posts

Posted by newbie2y > Dec 29, 2020 7:02 PM | Report Abuse

cpo price above 3700, additional estates purchase by next qr, increased cash balances, and more importantly, management is willing to share profits with smallholders like us. thumbs!


trader808
53 posts

Posted by trader808 > Dec 29, 2020 7:15 PM | Report Abuse

The company announced 28.8m profit. This is 109% better than last year corresponding figure, but 13.05% lower compare with the current year preceding quarter. Although the average selling price of Rm2865 /M/T is high, it is not enough to mitigate the huge fall in FFB and CPO output for the 3 months ending Oct 2020. KL has a very strong balance sheet and continues to generate huge cash flow. Considering the current 9 month financial performance and the CPO and FFB output for NOV month, I would envisage the whole year EPS to be around 12.5sen.
The fair value at various reasonably acceptable PE multiples are as follow.
PE 12X IS 150
PE 13X IS 162
PE14X IS 175.

All is not lost. In my opinion,the 3 sen special dividend would sustain the share price.


ethan
50 posts

Posted by ethan > Dec 29, 2020 9:52 PM | Report Abuse

agree with trader808. the expected annualize EPS will be within 12cents to 13cents, as the high CPO price is offset by the huge fall of FFP and CPO output. Considering high CPO price, good dividend payout and prudent management, based on historical PE, i believe it deserve fair PE between 15 - 18, using forecasted annualize EPS 12.5

PE 15x = RM1.88
PE 16x = RM2.00
PE 17x = RM2.13
PE 18x = RM2.25

With consistent dividend payment for this fiscal year , (4 cents + 3 cents + 3 cents (forecast) ), i believe it is could be sustain PE of 15x or 16x.


KPH5328
54 posts

Posted by KPH5328 > Dec 29, 2020 10:59 PM | Report Abuse

PBT for the current quarter was RM44.64 million which was 6% lower than RM47.27 million
achieved in the preceding quarter ended 31 July 2020. If the insurance compensation of RM7.62
million recognised in the preceding quarter was excluded, the PBT for the current quarter was 13% or RM4.99 million higher


trader808
53 posts

Posted by trader808 > Dec 30, 2020 8:02 AM | Report Abuse

Ethan's view and perception has logic and merits. The current 4 quarter running PE is 17x. May not be a bad idea to Stay invested and collect the dividend


bluelight
130 posts

Posted by bluelight > Dec 30, 2020 8:28 AM | Report Abuse

good company to invest


ethan
50 posts

Posted by ethan > Dec 30, 2020 9:07 PM | Report Abuse

Malacca Security latest analysis:

我们重申“买入”评级,目标价从1.74令吉上调至1.91令吉,相等于明财年16倍本益比;一般中型种植股的本益比介于14.5倍至17.5倍。

Malacca Security reiterate buy call , target price revised from RM1.74 to RM1.91 with target PE of 16. The PE range for mid cap plantation should be within PE range 14.5 to 17.5.

Source: https://www.enanyang.my/%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1/%E3%80%90%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1%E8%A7%86%E9%A2%91%E3%80%91%E9%94%A6%E9%9A%86%E8%B5%84%E6%BA%90-%E4%B8%A4%E5%B9%B4%E8%B4%A2%E6%B5%8B%E4%B8%8A%E8%B0%83


newbie2y
240 posts

Posted by newbie2y > Dec 30, 2020 9:38 PM | Report Abuse

good read, thanks ethan!


ethan
50 posts

Posted by ethan > Dec 31, 2020 12:40 AM | Report Abuse

Trader808, great sharing. Indeed it happen all the time for those stock with many call warrant, like tnb, takaful etc. So trader808 hypothesis could be correct, and if we able to trade it factor in the risk, the reward could be very good for short period of time.


MNawar
11 posts

Posted by MNawar > Dec 31, 2020 8:37 AM | Report Abuse

Thanks Trader808. Just learn something.


Young1
9 posts

Posted by Young1 > Jan 4, 2021 3:57 PM | Report Abuse

trader 808, sorry i miss your post. could you please re-post it again? thanks.


DTZW 1882
313 posts

Posted by DTZW 1882 > Jan 4, 2021 9:56 PM | Report Abuse

CPO Almost Break 4K...


paperplane
20644 posts

Posted by paperplane > Jan 5, 2021 9:59 AM | Report Abuse

inventory 10 yr low! wow


ethan
50 posts

Posted by ethan > Jan 6, 2021 12:10 PM | Report Abuse

It is coming again to challenge the new high. Target to break thru and may break RM1.70 before the dividend ex-date!! Gogogo.

Beside, lately spotted 2 gems, one is petgas and amway. May discuss in the respective group.


aiyooo
148 posts

Posted by aiyooo > Jan 6, 2021 2:49 PM | Report Abuse

kikiki lucky taann switch here


aiyooo
148 posts

Posted by aiyooo > Jan 6, 2021 2:49 PM | Report Abuse

gogogoog

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