隆新高铁若重启 吉隆坡甲洞(KLK,2445,主板种植组)房产业务可受惠
(吉隆坡14日讯)吉隆坡甲洞(KLK,2445,主板种植组)旗下产业发展业务尽管目前的盈利贡献不高,但分析员认为该业务可释放其种植园区的价值,有望成为该集团第三个成长引擎,同时看好一旦隆新高铁(HSR)重启,其柔佛产业将从中受惠。
产业业务可释放种植园区价值
马银行研究分析员表示,吉隆坡甲洞旗下的吉隆坡甲洞置地(KLK Land)目前规模尚小,但已准备好在3年时间内进一步提升盈利贡献,而即将推出的零售商场,将成为未来新盘和销售的催化剂。
该分析员最近实地考察吉隆坡甲洞置地在雪州占地1001英亩的Bandar Seri Coalfields项目(BSC)和202英亩的Caledonia城镇项目,并会晤该公司董事经理李文玲(译音);她是该集团大股东李氏家族的第三代成员。
据该行了解,吉隆坡甲洞置地被赋予的任务是在适当时机释放该集团现有地库的价值,以及不要为了追逐营收成长而牺牲赚幅。这显示吉隆坡甲洞置地现阶段不太可能收购第三方的土地以自行发展,而该公司手上有充足的项目进行。
新商场料成催化剂
过去3年,吉隆坡甲洞的产业部门每年平均营收和营运盈利分别为1亿8200万令吉和5900万令吉(只来自BSC项目),占集团总盈利不到5%。
但是,有数个催化因素可在中期提振吉隆坡甲洞置地的贡献,尤其是建议中的新商场预计在2025年杪开张,该商场总面积41万1000平方英尺,可出租面积25万9000平方英尺,将令BSC成为设施更完善的可持续性城镇,以及成为未来发展的催化动力,因为BSC是面积6600英亩可供产业发展地皮的其中一部分。
财测不变
此外,政府有意重启隆新高铁,如果沿用原本的路线,吉隆坡甲洞可能是受惠者之一,因为其中一个高铁站点毗邻其占地500英亩的Gerbang努沙再也发展项目,该集团和UEM阳光(UEMS,5148,主板产业组)以60对40持股比例联营该项目。此外,吉隆坡甲洞置地在古来也有另外一项类似的联营项目,即占地2500英亩的Fraser发展项目,包含工业和综合发展项目,将可能在柔佛产业市场的购兴回升时推出。
该行保持吉隆坡甲洞的盈利预测不变,评级和目标价分别维持“买进”和23令吉90仙。
https://www.sinchew.com.my/20230715/%E9%9A%86%E6%96%B0%E9%AB%98%E9%93%81%E8%8B%A5%E9%87%8D%E5%90%AF-%E5%90%89%E9%9A%86%E5%9D%A1%E7%94%B2%E6%B4%9E%E6%88%BF%E4%BA%A7%E4%B8%9A%E5%8A%A1%E5%8F%AF%E5%8F%97%E6%83%A0/
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