Added to YB: 2026-09-01
Pitch date: 2026-08-30
KFIMA.KL [bullish]
Kumpulan Fima Berhad
Author Info
No bio for this author
Company Info
Kumpulan Fima Berhad, together with its subsidiaries, engages in the manufacturing, bulking, plantation, food, and other businesses in Malaysia, Indonesia, and Papua New Guinea.
Market Cap
MYR 757.9M
Pitch Price
N/A
Price Target
N/A
Dividend
7.09%
EV/EBITDA
4.34
P/E
6.09
EV/Sales
1.54
Sector
Industrial Conglomerates
Category
value
August Portfolio Update - KFIMA
KFIMA.KL (added to position): The position was increased at MYR2.60 after the ex-dividend drop was judged larger than the MYR0.19 payout warranted. Bulking remained strong and generated 98.96% of quarterly attributable PBT while other businesses contributed little. At 6x P/E and 4.7x EV/EBITDA, with a large NAV discount and a 7%-yielding dividend, KFIMA remains inexpensive; the main issue is Indonesia’s unresolved plantation land status and collapsed margins.
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