KGB 0151 KELINGTON GROUP BERHAD 以强劲的盈利能见度令投资者兴奋不已
Kelington Group Berhad 在过去 5 年里上涨了惊人的 266.7%,这很难让投资者不对它感到兴奋。
这家超高纯度(UHP)天然气供应商的交易价格一度超过 30 仙,但现在的交易价格超过 1.40 令吉。
一年多来,该股上涨 12.6%,但仍低于其 52 周高点 1.65 令吉。
该公司不仅在股价方面表现出色,而且过去 5 年的已动用资本回报率 (ROCE) 高达 23%,令人印象深刻。
这一出色的回报率远高于同类行业公司 5.3% 的平均水平。
ROCE 衡量公司从其业务中使用的资本中产生的“回报”(税前利润)。
Kelington 对资本的需求也一直在增长,因此更大资本带来的回报确实令人印象深刻。
分析师看好该公司的盈利增长前景,这得益于其高达 19 亿令吉的订单,该订单可以持续到 2024 年。
除了强大的订单可见度外,Kelington 还能够从有利的项目组合中获得更高的利润。
该公司一直在中国竞标工作,投标价格比 6 个月前高出 23%。
不断上涨的投标账面价值表明晶圆厂所有者仍处于扩张模式,这对 Kelington 来说是个好兆头。
目前的订单集中在超高压领域 (72%),其中 47% 的订单来自马来西亚。
新加坡在其他地区的利润率最高,占总订单的 33%。
然而,随着 Kelington 从中国获得更多工作岗位,未来几个季度中国在订单方面的比重将增加。
同样令人兴奋的是其气体回收和现场气体工厂的启动。
受益于出口需求激增,近几个月液态二氧化碳 (LCO2) 气体回收厂的利用率一直保持在 100%。
第二个 70,000 吨气体回收厂的建设正在进行中,有望在 23 年第四季度完成并开始实际生产。
其与欧司朗签订的为期 10 年的现场供气协议(目标于 2023 年第三季度启动)也将刺激其工业气体部门的增长。
凭借较高的盈利可见性和满足更高需求的能力,这些应该是投资该柜台的令人信服的理由。
#KGB
https://xifu.my/OpinionsComment.aspx?BID=B03341937P1ADAAC
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