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Author: Tan KW   |   Latest post: Thu, 19 Sep 2019, 9:22 AM

 

成功食品 估值诱人评级上修

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目标价:1.75令吉最新进展:

成功食品(BJFOOD,5196,主板贸服股)截止7月底首季,净利按年上涨16.9%,报624万令吉。

首季营业额扬4.5%,至1亿6137万6000令吉,归功于新增21家星巴克咖啡店,以及同店销售增长2.7%。

行家建议:

成功食品首季核心净利按年扬6.2%至620万令吉,符合预期。

星巴克咖啡店维持强劲的表现,且积极扩张分店,加上同店增长率处于健康水平,使得成功食品有望达至现财年净利增长35%的目标。

此外,管理层重新调整大马Kenny Rogers Roasters(KRRM)业务,也使得下行风险有限。因此,我们保留今明两年的财测。

我们认为成功食品估值诱人,因为股价已反映反复无常的净利表现,以及KRRM业务的下行风险。

同时,看好成功食品在国内消费领域分一杯羹,因为它作为餐饮界最大的上市公司,拥有众多分行和广泛的品牌。

股价目前处于20.3倍本益比的水平,提供投资者以诱人价位买入的机会,因此上修评级至“买入”,目标价不变。

http://www.enanyang.my/news/20180920/成功食品br-估值诱人评级上修/

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Labels: BJFOOD

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Chart Stock Name Last Change Volume 
BJFOOD 1.48 +0.02 (1.37%) 69,800 

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