Highlights
KLSE: KLK (2445)       KUALA LUMPUR KEPONG BHD MAIN : Plantations
Last Price Today's Change   Day's Range   Trading Volume
24.40   -0.10 (0.41%)  24.28 - 24.48  415,400
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Overview

Market Cap: 25,985 Million
NOSH: 1,065 Million
Avg Volume (4 weeks):599,211
4 Weeks Range:23.90 - 25.40
4 Weeks Price Volatility (%):
33.33%
52 Weeks Range:20.90 - 25.78
52 Weeks Price Volatility (%):
71.72%
Average Price Target: 23.33
Price Target Upside/Downside: -1.07

Financial Highlight

Latest Quarter | Ann. Date 30-Sep-2019 [#4]  |  19-Nov-2019
Next QR | Est. Ann. Date: 31-Dec-2019  |  18-Feb-2020
T4Q P/E | EY: 42.08  |  2.38%
T4Q DY | Payout %: 0.61%  |  25.87%
T4Q NAPS | P/NAPS: 9.73  |  2.51
T4Q NP Margin | ROE: 4.19%  |  5.96%

Headlines

Date Subject
13-Jan-2020 Plantation - Inventory Comes In at 2-Year Low
07-Jan-2020 KUALA LUMPUR KEPONG - Riding High on Stronger CPO Prices
02-Jan-2020 1Q20 Investment Strategy - Ratcheting Up Returns in 2020
02-Jan-2020 Plantation - Worst Is Over, Better Days Ahead
16-Dec-2019 COMMENTS ON KUALA LUMPUR KEPONG BERHAD (2445) - louisesinvesting
20-Nov-2019 [转贴] [Facebook live video:浅谈Kuala Lumpur Kepong bhd (KLK)] - James的股票投资James Share Investing
20-Nov-2019 Kuala Lumpur Kepong - Better Earnings Prospects in FY20
20-Nov-2019 Kuala Lumpur Kepong Berhad - Better Outlook
20-Nov-2019 KUALA LUMPUR KEPONG - Broadly In Line for FY19
20-Nov-2019 KL Kepong - Upgrade to BUY: Look Beyond 2019
20-Nov-2019 Kuala Lumpur Kepong - Double Digit Decline in Annual Earnings
20-Nov-2019 Kuala Lumpur Kepong - Looking Ahead To FY20
20-Nov-2019 KL KEPONG - No Final Gross DPS Yet
20-Nov-2019 Kuala Lumpur Kepong - Buoyed by lower effective tax rate
20-Nov-2019 Mplus Market Pulse - 20 Nov 2019
15-Nov-2019 Daily Technical Highlights – (KLK, JAKS)
12-Nov-2019 Plantation - Inventory Continues Decline After Sept Pause
08-Nov-2019 Strategy - Positioning for the Year-end Party
08-Nov-2019 Plantation - CPO Demand-Supply Dynamics Improving
08-Nov-2019 上升股:吉隆甲洞阻力RM23.52

Business Background

Kuala Lumpur Kepong Bhd harvests oil palm and rubber plantations in Southeast Asia. On top of utilizing the plantations, the company manufactures fatty acids and alcohols, oleochemicals, soaps, rubber gloves, and other specialty chemicals. Through acquisitions the company has been able to obtain multiple storage facilities and establish a global reach. Customers can use the goods to create lubricants, cosmetics, paints, food, inks, and other products. The company has also branched out into property development and retail. It has developed commercial and residential areas in Asia and created townships with businesses and homes mixed in the same community.
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MWDH KLK doing their own thing... NO news from them..... I think they dont care about minority SH
26/10/2017 7:55 AM
supersamy Post removed. Why?
18/11/2017 12:03 AM
AsiaEquityResearch https://klse.i3investor.com/blogs/asiaequityresearch/141815.jsp
20/12/2017 2:00 PM
kpolee22 PUC (0007)HTF BREAKOUT, BUY NOW BEFORE FLY.. CHECK CHART URSELF
28/12/2017 11:44 PM
Lim Tek Wai Collect more...!
09/04/2018 4:16 PM
johdoe klk liberia losing money. 30 ton mill commissioned last month, only 2 hour ffb available. expansion plan stucked. big impairment soon
23/10/2018 10:42 AM
4444 Profit drop 58% YOY.
15/11/2018 4:20 AM
BN_better CPO down bec PH?
27/11/2018 5:12 AM
BN_better CPO RM 1800/tn ever heard under BN?
27/11/2018 3:26 PM
James Ng https://klse.i3investor.com/blogs/general/187750.jsp
[转贴] [Facebook live:浅谈Kuala Lumpur Kepong bhd (KLK)] - James的股票投资James Share Investing
25/12/2018 10:40 AM
moneylailai james youre the best
22/01/2019 4:51 PM
LouiseS Last 5 years EPS on decreasing trend, decreased by 31.7% over last 5 years, PE ratio is very high at 35, ROE 6.5%, and dividend yield 1.82%

https://louisesinvesting.blogspot.com/2019/01/preliminary-screening-of-counters-with_56.html
27/01/2019 7:46 AM
commonsense Some investors might be thinking that the company’s profit of RM250mil in 1Q19 would mark the start of rebound back from the low profit of RM153 mil recorded back in 4Q18. However, after deducting all the non-recurring items, the core net profit in 1Q19 was only RM175mil (albeit still better than 4Q18).

Let’s say that the price of palm oil recovers and the company future quarter profit for the rest of FY19 average at around RM250mil/ quarter, this would bring the company’s profit to RM925mil for FY19. At the current share price, the company would already be valued at a very lofty valuation of 28.5x PE.

I don't think that the industry will reverse their down cycle trend anytime soon given the general demand of the commodity is expected to go down in the future. China for example, is negotiating with US to take in more agriculture products from US which would potentially include soybean (or soybean oil). In general, Chinese consumption of oil would not actually grow that much. Any increase of soybean oil import from the US would actually means lower import for other types of oil from other countries (in particular palm oil from Indonesia and Malaysia).

Another issue is on the European demand of palm oil which is expected to go down exponentially given the proposed ban of palm oil use in food and transportation industries in the future. They have already agreed to phase out the use of palm oil in transport fuel by 2030. Some countries like France and Norway have already started to move away from palm oil.

With this in mind you need to have a slightly long-term investment horizon when buying into oil plantation companies like KLK as the return to upcycle might not be in the near future.

If you are looking to diversify your portfolio outside of KLK (due to its relatively high valuation), I would recommend you to look at MBMR. (https://klse.i3investor.com/servlets/stk/pt/5983.jsp)

MBMR is a direct proxy to Perodua via its 22.6% interest in the company. Valuation is cheap at only 6.4x PE based on FY18 profit of RM166mil. PB is low at only 0.7x BV.

FY19 should deliver another profit growth year to the company. Profit growth will again be driven by the performance of Perodua (via MBMR 22.6% holdings in Perodua) from the still strong sales of new Myvi, sales of SUV Aruz and the introduction of the newly revamp Alza sometime in the 2H19. Aruz which commands a higher margin compared to other models, will help improve the total profit margin of Perodua (which will flow to MBMR’s bottom line as well).

Given the very good result in 4Q18, MBMR is expected to achieve a profit of RM200mil in 2019. At the current share price, the company is being valued at a very low PE of only 5.3x which is a lot lower than the industry average of 15x PE. As an example, UMW (another company with exposure to Perodua) is currently trading at a PE multiple of almost 20x.

Good luck.
02/03/2019 11:39 PM
James Ng https://klse.i3investor.com/blogs/general/198933.jsp
[转贴] [Facebook live:浅谈Kuala Lumpur kepong bhd (KLK)] - James的股票投资James Share Investing
21/03/2019 10:28 AM
James Ng https://klse.i3investor.com/blogs/general/202452.jsp
[转贴] [KUALA LUMPUR KEPONG BHD:自上一季度的低位回升以来,现行的毛棕榈油价格已经恢复,如果能够维持这种复苏,他们对2019财政年度种植业的利润前景将会令人满意持乐观态度] - James的股票投资James Share Investing
15/04/2019 5:12 PM
mr yong MALAYsia oil and gas company all HUGE DEBT ,Crude oil price low oil n gas sector DIE ,biggest exporter EURO don't want PALM OILplantation sector DIE ,IMDB HUGE debt,Tabung HAJI billion billion losses ,household DEBT 80% GDP MALAYsia people NO MORE purchasing power BANk and PROperty sector will going SlowDOWNn ,GOVT DEBT nearly 1 TRILLION GOVT no more MONEY do Infrastructure CONstuction sector DIE .OIL and PALM OIL contribution GDP 40% ,MALAYsia deficit,malaysia GOVT selling asset HK property selling TELCO asset to FOREIGN company,SOVEREIGN fund khazanah selling stock ,EPF selling stock,FOREIGN FUND selling malaysia BONDS ,Economy RECESSION..MALAYSIA CRISIS induced ASIAN FINANCIAL CRISIS 2019.
13/05/2019 2:39 PM
HuatAh8809 CPO now so low..

I m very scare to buy

Macam mana?
16/05/2019 12:06 AM
James Ng https://klse.i3investor.com/blogs/general/207063.jsp
[转贴] [Facebook live:浅谈Kuala Lumpur Kepong bhd (KLK)] - James的股票投资James Share Investing
17/05/2019 9:21 PM
guppycrow Egat Thailand to growth B10 biodiesel
24/05/2019 2:07 PM
5354_ QR bad why up? EPF buy?
20/08/2019 5:29 PM
BN_better KLK confirms fire in Indonesian subsidiary's estate
Read more at https://www.thestar.com.my/news/nation/2019/09/14/klk-confirms-forest-fire-in-indonesian-subsidiary039s-estate#ajfbdmoyvjmoXV7i.99
14/09/2019 2:33 PM
EatCoconutCanWin This company really pukimak one, burning forest and government still support this company to operate. Close down la, already decade of haze, nothing government can do. Next election will vote umno . Umno at least can donate money to people.
14/09/2019 6:03 PM
James Ng https://klse.i3investor.com/blogs/general/225374.jsp
[转贴] [Facebook live video:浅谈Kuala Lumpur Kepong bhd (KLK)] - James的股票投资James Share Investing
17/09/2019 9:19 PM
8888_ Putrajaya mulls passing law to punish Malaysian firms behind haze crisis
https://www.freemalaysiatoday.com/category/nation/2019/09/18/putrajaya-mulls-passing-law-to-punish-malaysian-firms-behind-haze-crysis/
18/09/2019 3:30 PM
absalom Keep mulling another 10 years.
19/09/2019 9:57 AM
8888_ The four Malaysian companies comprise conglomerates IOI Corporation, Sime Darby Plantation Bhd, TDM Bhd and Kuala Lumpur Kepong Bhd
https://www.theedgemarkets.com/article/kok-malaysian-companies-wont-be-protected-if-indonesian-forest-fire-claims-are-true
20/09/2019 6:05 AM
8888_ PE46 EPF can buy?
20/09/2019 6:07 AM
8888_ KLK cause haze bec EPF complain QR not good?
20/09/2019 6:07 AM
HuatAh8809 So are the culprit for causing us health issue ah?
03/10/2019 11:22 PM
lching fund dumping KLK ?
04/10/2019 10:06 AM
StockStalker Bloomberg reported that an undisclosed shareholder in Kuala Lumpur Kepong (KLK) has raised US$159mil after pricing the sale of its entire stake in the company above the midpoint of a marketed range.
The shareholder will not have any holding in KLK after the sale.
04/10/2019 2:20 PM
chickenriceseller epf magic
04/10/2019 6:15 PM
chia88 EPF sold lot of SHARES worth 300mil this week like KLK & PBBANK.
Cash is KING
05/10/2019 5:53 PM
StockStalker Wilmar is a better choice at current price because of its attractive valuations (ie. lower P/E, lower P/BV, and higher Yield). Besides, Wilmar has a strong market leadership in China, and is seeking to list its China operation.
https://research.sginvestors.io/2019/08/wilmar-international-cgs-cimb-research-2019-08-13.html
06/10/2019 12:54 AM
tkl88 Countdown 2 days to 11/10/2019 (Friday)'s super prosperous budget 2020 !
Huat ah ! Heng ah ! Ong ah !
09/10/2019 10:00 AM
MuainAdli hold. this KLK will be bull. :))))))))))))))))
09/10/2019 2:47 PM
Stevecheahsw Rebound Rebound Rebound......
09/10/2019 10:52 PM
cutie India is now considering not to import oil palm from Malaysia... Oooohhhh. No wonder the foreigners selling. Till today no rebound.
12/10/2019 3:52 PM
kenie Malaysia warns new EU rules could hurt palm oil used in food
KUALA LUMPUR (Oct 22): Malaysia, the world's second largest producer and exporter of palm oil, warned on Tuesday against new European Union (EU) rules that could hurt demand for a commodity used in foods from snacks to chocolate spread, threatening a US$60-billion industry.
Palm oil is used in everything from lipstick to biofuels, but its role as a cheaper cooking medium ensures that food accounts for nearly 70% of global consumption of an edible oil whose cultivation is blamed for stripping tropical rainforest.
The EU is looking at new limits on food contaminants in refined fats and oils, including palm oil, said Teresa Kok, Malaysia's minister in charge of the agricultural mainstay.
"Our industry must be ready to anticipate any challenges to these trade impediments and most importantly address the issues, especially on food safety," Kok told a conference on palm oil supply and demand outlook near the capital, Kula Lumpur.
The EU has imposed a limit for glycidyl esters and will soon impose a limit for 3-MCPD esters "that may have an impact on palm oil consumption in food products", Kok said, referring to the contaminants.
The European Food Safety Authority has said the two contaminants raise potential health concerns. A European Commission working group has also discussed setting maximum levels for 3-MCPD esters in food ingredients.
Environmentalists have attacked palm oil over the vast areas of forest they say have been cleared to grow the commodity that is consumed by billions of people.
Kok reiterated that Indonesia and Malaysia — the top two producers of palm — would challenge at the World Trade Organisation another EU law limiting its use in biofuels.
The grouping this year set a 2030 target to phase out palm-based transport fuels from its consumption of renewables after concluding that plam cultivation led to excessive deforestation.
"(This) will continue to cast a bearish sentiment in the international palm oil market because of the negative publicity on palm oil and prices will be affected negatively," Kok added.
Last year, Malaysia launched a worldwide public relations and lobbying effort to protect the reputation of its key export, particularly in Europe.
Malaysia would continue to tackle false accusations from foreign campaigns against palm, Kok said, stressing the need to monitor the operations of non-government organisations and keep them from tarnishing the industry's image.
22/10/2019 2:36 PM
danielleesing KLK shareholder raises RM663.6m after selling stake at RM21 per share
31/10/2019 11:22 AM
kaleemtheman PLANTATION counters are likely to record a weaker year-on-year (YoY) financial performance in the third quarter of 2019 (3Q19) due to price volatility of crude palm oil (CPO) and palm products
07/11/2019 4:59 PM
JN88 PLANTATION counters are likely to record a strongest year-on-year (YoY) financial performance in the third quarter of 2019 (3Q19) due to price stable and drastically increase of crude palm oil (CPO) and palm products
20/11/2019 4:12 PM
James Ng https://klse.i3investor.com/blogs/general/238272.jsp
[转贴] [Facebook live video:浅谈Kuala Lumpur Kepong bhd (KLK)] - James的股票投资James Share Investing
20/11/2019 9:18 PM
zakaria444 While corporate earnings in Malaysia for the first quarter (1Q) and 2Q of this year were disappointing, analysts said 3Q earnings largely met expectations, with several sectors recording growth.
02/12/2019 3:18 PM
perangbrown KLK tops Bursa gainers on profit rise
09/12/2019 4:47 PM
LouiseS KLK's earning performance has been overall decreasing in last five years, whereby its earning per share overall decreased from 93.1 sen to 70.1 sen. Return on equity is around 6%. Dividend paid to shareholders in 2018 is 45 sen per share. Dividend yield is around 1.82%.

https://louisesinvesting.blogspot.com/2019/12/comments-on-kuala-lumpur-kepong-berhad.html
15/12/2019 10:43 AM
dalpinia KLK-C4
30/12/2019 4:05 PM
RedEagle President Trump has warned the US is "targeting" 52 Iranian sites and will strike "very fast and very hard" if Tehran attacks Americans or US assets.

The president's remarks followed the US assassination of Qasem Soleimani, a top Iranian general, in a drone strike.

Soleimani's killing was a major escalation between the two nations, and Iran vowed to take "severe revenge".

Writing on Twitter, Mr Trump accused Iran of "talking very boldly about targeting certain USA assets".

He said the US had identified 52 Iranian sites, some "at a very high level & important to Iran & the Iranian culture", and warned they would be "HIT VERY FAST AND HARD" if Tehran struck at the US.
05/01/2020 9:17 PM
rbzhg88 Gold n oil will rose...maybe msia B20 very soon become B30...same happen in Indo..Good news for plantation?
05/01/2020 9:27 PM
danielleesing Maintain outperform with a higher target price (TP) of RM28.11: Kuala Lumpur Kepong Bhd (KLK) is set for strong gains from the upstream plantation business on stronger crude palm oil (CPO) price. We reckoned it will have one of the most commendable margins in the industry driven by its cost efficiency and a steady fresh fruit bunch (FFB) production growth.
15/01/2020 1:30 PM


 

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