[转帖] 押注kfima - 闲谈股市，理财篇 | I3investor

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[转帖] 押注kfima - 闲谈股市，理财篇

Tan KW

Publish date: Mon, 10 Mar 2014, 06:13 PM

闲谈股市，理财篇

现价：2.26
目标价：3.00
投入资金：10%
行业属性：种植+印务+食品+运输

【种植股的天下】
今天fcpo价格一路走高，相信短期内，cpo价格可轻易站上每公吨RM3000
而且在下半年bstead会把旗下种植业分拆上市，这势必会使投资者开始留意种植股
这也让我相信，今年的主题会是种植业

【母凭子贵】
kfima持有60%fimacorp（在fimacorp不断上涨，kfima股价也变得越来越吸引）
kfima和fimacorp的关系，就好比batukawan和klk的关系
以今天的fimacorp的收市价计算，kfima持有60%的fimacorp就价值4亿

【积极旷充】
～kfima的bulking division在2014年年底会建好，公司的储蓄油量会提高25%

～公司在miri estate（kfima持有52%股权）
地段：12355英亩
估计已种植地段：5000英亩
估计未来，公司会全面种植尚未种植地段

～子公司fimacorp最近以0.29亿，买下1920英亩位于丁家奴种植地

【地仓庞大】
公司在pontian拥有2000英亩地段（freehold）
公司在kota tinggi拥有约1075英亩地段（leasehold）

【净现金】
目前kfima持有2.37亿现金，银行贷款只有区区的8million

【股息稳定】
2009年：3分
2010年：5分
2011年：7分
2012年：8分
2013年：8分

【早期的分享】
https://www.facebook.com/permalink.php?id=213988865320524&story_fbid=675535479165858

https://www.facebook.com/permalink.php?id=213988865320524&story_fbid=675946132458126

https://www.facebook.com/permalink.php?id=213988865320524&story_fbid=676480745737998

【后语】
目前kfima的市值为6.17亿，持有价值4亿fimacorp的股票，在柔佛拥有超过3000英亩土地，净现金，派息稳定，五年内ROE都保持在双位数，miri estate在3年内会开始贡献，子公司fimacorp的树龄开始步入黄金生产期，kfima是一家不可多得的优质二线公司，可攻即可守
诺再配合天时，地理，人和，kfima可成为马年的黑马

共勉之

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Discussions

2 people like this. Showing 4 of 4 comments

chongkonghui

emm... It goes up after I have sold more than 2/3.... sigh.

2014-03-10 23:00

the lowest PE among those plantation shares

2014-03-11 01:16

thanks for the sharing....有舍必有得

2014-03-11 12:26

http://klse.i3investor.com/blogs/kianweiaritcles/48082.jsp

2014-03-12 10:57

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