Posted by L. C. Chong > 2014-05-22 21:09 | Report Abuse

KLK Analysis - http://lcchong.wordpress.com/2014/05/22/klkfundamental-analysis-22-may-2014/

Posted by Clayton > 2014-06-01 21:47 |

Post removed.Why?

Posted by newonboard > 2014-06-22 07:03 | Report Abuse

http://www.theedgemalaysia.com/business-news/295607-malaysian-plantation-groups-engage-in-unethical-practices-abroad.html

Posted by geng59 > 2014-08-20 20:41 | Report Abuse

Any comments on why the sudden upward movement today? Thanks.

Posted by geng59 > 2014-08-21 15:49 | Report Abuse

Sudden drop this morning. Very odd.

Posted by HamSubBoy > 2014-09-12 11:58 |

Post removed.Why?

Posted by jolie2 > 2014-09-13 09:45 | Report Abuse

so big public listed company also have this kind of news. Malu-lah.
Bad reputation. Better sell. More bad news to come.

Posted by jolie2 > 2014-09-18 14:26 | Report Abuse

tiap-tiap hari drop at least 10 - 20 sens.
Like that it can reach 15.00
i will buy 2 lots to support at 15.00

Posted by g00glefr3ak > 2014-10-29 12:39 | Report Abuse

so power this stock recently...ppl that enter at 20 get to earn 11 percent just by waiting for 3 weeks...what a return...

Posted by Tony Tony > 2014-10-29 21:50 | Report Abuse

miss the boat -waited for price to go below rm19.80 - gone with the air . today shoot up to rm23.44. any interesting news ? why keep on going up for past few days ?

Posted by g00glefr3ak > 2014-10-29 23:05 | Report Abuse

palm oil market improve as a whole gua...not company announcement plays. Institutions sapu as they oversold it earlier due to palm oil oversupply fails...

Posted by deepmarine > 2014-11-27 19:33 | Report Abuse

oil will bounce back recently...hold klk

Posted by deepmarine > 2014-12-09 09:08 | Report Abuse

hold tight hold tight

Posted by lim18 > 2014-12-10 16:03 | Report Abuse

马幣贬值,油价大瀉,马股反弹是好机会讓我们散户脱身,保住现金。

Posted by duitKWSPkita > 2014-12-10 16:04 | Report Abuse

lim18,

少安毋躁，别紧张，保住龙体最重要！

Posted by deepmarine > 2014-12-11 20:09 | Report Abuse

Lim 18,health is important than money.

Posted by calvintaneng > 2014-12-15 10:35 | Report Abuse

Deepmarine

Don't give wrong advise and harm people.

Posted by chia88 > 2015-04-28 22:25 | Report Abuse

Uncertainty Over Impact of a Default by Greece

Posted by bullcontino > 2015-05-02 03:23 | Report Abuse

Steady..

Posted by rlch > 2015-05-02 03:33 | Report Abuse

EPF disposing lately and DY only 2.48%, worse than FGV if compare oil palm sector.
http://klse.i3investor.com/servlets/stk/fin/2445.jsp

Posted by alibabacoming > 2015-05-22 10:52 | Report Abuse

palm oil is going to rebound in 2nd quarter of the year!!!!

Posted by sharemaker > 2015-06-18 08:53 | Report Abuse

foreign will dispose more, as plantation is too uncertain...basically they would prefer to bottom buy telco...

Posted by red_85 > 2015-12-11 01:33 | Report Abuse

21 support level can buy

Posted by jobee > 2016-01-16 15:54 | Report Abuse

good time to buy due to el nino effects?

Posted by Easy_money > 2016-02-18 20:32 | Report Abuse

bought at RM 24.20.

Posted by Kumi_duit > 2016-02-18 20:34 | Report Abuse

Any Forex trader?

Posted by Izzo > 2016-04-05 00:16 | Report Abuse

Buy time oversold.wait

Posted by cksiow > 2016-08-20 23:22 |

Post removed.Why?

Posted by speakup > 2016-12-08 09:41 | Report Abuse

stupid KLK so eager to throw money to the kwai loh. So many good plantation companies here in bursa this KLK can buy, but it dont want to buy.
STUPID! KLK love kwai loh or what?

Posted by speakup > 2016-12-08 09:43 | Report Abuse

KLK want to buy MP Evans whose PE is 44x.

in bursa got sooooo many plantations companies PE way lower than 44x, KLK dont want to buy? STUPID! KLK must be kwai loh lover

Posted by gotshow765 > 2017-01-11 14:33 | Report Abuse

still the best plantation stock

Posted by ryan7642 > 2017-02-12 00:15 | Report Abuse

Buy klk so expensive I would prefer much bigger margin play eg kretam/rsawit/etc can play big volume b4 report is out or even hold mnths time:) happy investing^^

Posted by probability > 2017-02-15 00:39 |

Post removed.Why?

Posted by calvintaneng > 2017-05-22 23:12 | Report Abuse

FANTASTIC RESULT

A BULL RUN IN PALM OIL COUNTER IS ON THE WAY

Posted by Stock Kingdom > 2017-08-17 00:33 | Report Abuse

This one also down, Calvin, your judgement on palm oil is totally out of way. Not only you don't know how palm oil estates run, you don't know palm oil industry. In fact, you also don't know the relationship between palm oil, soy bean oil, biofuel & crude oil.

Posted by hatson > 2017-10-24 14:05 | Report Abuse

KESM is a very good semiconductor stock with a low P/E.

Posted by MWDH > 2017-10-26 07:55 | Report Abuse

KLK doing their own thing... NO news from them..... I think they dont care about minority SH

Posted by supersamy > 2017-11-18 00:03 |

Post removed.Why?

Posted by AsiaEquityResearch > 2017-12-20 14:00 | Report Abuse

https://klse.i3investor.com/blogs/asiaequityresearch/141815.jsp

Posted by kpolee22 > 2017-12-28 23:44 | Report Abuse

PUC (0007)HTF BREAKOUT, BUY NOW BEFORE FLY.. CHECK CHART URSELF

Posted by Lim Tek Wai > 2018-04-09 16:16 | Report Abuse

Collect more...!

Posted by johdoe > 2018-10-23 10:42 | Report Abuse

klk liberia losing money. 30 ton mill commissioned last month, only 2 hour ffb available. expansion plan stucked. big impairment soon

Posted by 4444 > 2018-11-15 04:20 | Report Abuse

Profit drop 58% YOY.

Posted by BN_better > 2018-11-27 05:12 | Report Abuse

CPO down bec PH?

Posted by BN_better > 2018-11-27 15:26 | Report Abuse

CPO RM 1800/tn ever heard under BN?

Posted by James Ng > 2018-12-25 10:40 | Report Abuse

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

Posted by moneylailai > 2019-01-22 16:51 | Report Abuse

james youre the best

Posted by LouiseS > 2019-01-27 07:46 | Report Abuse

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

Posted by commonsense > 2019-03-02 23:39 | Report Abuse

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.

Posted by James Ng > 2019-03-21 10:28 | Report Abuse

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