【行家论股】吉隆甲洞联号料拖累末季业绩 | I3investor

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南洋行家论股

【行家论股】吉隆甲洞联号料拖累末季业绩

Tan KW

Publish date: Tue, 20 Aug 2024, 07:30 PM

分析：联昌国际证券

目标价：23.80令吉

最新进展：

吉隆甲洞（KLK，2445，主板种植股）截至2024年6月30日第三季，净利报2亿4018万4000令吉，同比大涨1.85倍。

该公司向马交所报备，当季营收报55亿332万4000令吉，同比增7.60%。

在首9个月，净利累积至5亿8419万5000令吉，同比下降18.69%；营收累积至165亿9474万令吉，同比下降7.85%

klk

行家建议：

吉隆甲洞2024财年首9个月核心净利，符合我们预测，但低于市场预期，仅占市场全年预测的61%。

种植与制造业的强劲贡献，让吉隆甲洞第三季核心净利报3亿700万令吉，同比上扬96%。不过，首9个月的核心净利则同比下滑至6亿7700万令吉，主要是下游部门净利萎缩58%所致。

鲜果串产量增9%，加上棕仁价上扬25%，让种植业务净利第三季大涨2.9倍，且成本优化效益加上肥料成本下降，第三季和首9个月的平均棕油成本，分别下滑16%与9%，同时，棕油价平均上扬5%。

我们认为，联号公司Synthomer业绩不佳，加上下游盈利走弱，该公司第四季表现料将失色。

在最新的指引中，公司预计种植依旧是盈利支柱，而油脂化学业务表现则参差不齐，Synthomer的亏损将继续反映在第四季业绩里。

综上所述，我们维持“守住”评级，上行激励有限加上缺乏吸引力的指引，让我们维持23.80令吉的目标价。

吉隆甲洞股价走势

https://www.enanyang.my/行家论股/【行家论股】吉隆甲洞-联号料拖累末季业绩

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