COMMENTS ON INCH KENNETH KAJANG RUBBER PLC (2607)


FIGURE 1: INCH KENNETH KAJANG RUBBER PLC LAST 5 YEARS SHARE PRICE TREND

**analysis based on 2018 annual report.
1.       GENERAL INTRO: INCH KENNETH is one of the main oil palm plantations in Malaysia.

2.       NOTABLE POINTS:
a.       In 2018 report, main business segments include operation of oil palm plantations and sale of fresh fruit bunches (no milling), operation of two hotels in Terengganu and CV rubber blocks manufacturing (Thailand subsidiary)
b.      the Group operates oil palm estates in Kajang and Bangi (Selangor) with a total planted area of 190 hectares.
c.       the Group’s revenue was RM15.737 million for the year ended 31 December 2018 as compared to RM15.839 million in the preceding year, decrease of 0.6%, mainly due to the drop in selling prices of the rubber blocks during the financial year.

3.       IS THIS COUNTER A STRONG GROWTH STOCK? 
a.       REVENUE RANGE (RM million): 15.73 million as reported in 2018 annual report, this is a low revenue company.
b.      SHARE PRICE: from 2015-2018, share price has been steady at around RM0.70 , then on decreasing trend to around RM0.60 by around January 2020
c.       EARNING PER SHARE (EPS): earning per share in last 5 years fluctuated from -3.66 to -0.48 sen, indicating the company is making losses in all of last five years
d.      FUTURE POTENTIAL/PROSPECTS: share price may drop further in the next few years if company continue to make losses
e.      CAPITAL EXPENDITURE (CAPEX): spending on purchase of new fixed assets is RM 25.2 million, around 3% of total assets.

4.       IS THIS A STRONG DIVIDEND STOCK?     
a.       DIVIDEND YIELD: in 2018 financial year, INCH KENNETH declared a dividend payout of 1.109 sen per share to shareholders, which amounts to a dividend yield of 1.82%.
b.      CONSISTENCY: the dividend payout was consistent, dividend paid to shareholders in last five years (2014-2018) ranged from 1.09 to 1.118 sen per share.
c.       DIVIDEND PAYOUT RATIO: N/A

5.       IS THE MANAGEMENT PERFORMANCE GOOD?
a.       RETURN ON EQUITY (ROE): in 2018 financial year, INCH KENNETH achieved a low return of shareholders’ equity, at -1.76%.
b.      COST-TO-INCOME RATIO: N/A

6.       OTHER INDICATORS:
a.       CASH FLOW: cash flow is positive, around RM 30.43 million, equivalent to RM 0.08 per share
b.      SUPPORT BY INSTITUTIONAL INVESTORS: this counter is not well supported by institutional investors, there are only 13 institutional investors at top 30 major shareholders list, not including insurance companies and investment funds. Its major shareholders are Concrete Engineering Products Berhad (15.34%), Hamptons Property Sdn Bhd (13.02%) and Ng Ah Chai (11.29%).

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