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Author: Tan KW   |   Latest post: Sat, 22 Feb 2020, 7:22 AM

 

PANAMY 赚幅下半年改善

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目标价:38.75令吉最新进展

PANAMY(PANAMY,3719,主板消费产品股)截至9月杪次季,净利按年劲扬44.34%至3412万7000令吉或每股56仙,同时派息15仙。

首季营业额也增长11.27%至3亿880万7000令吉。

累积首6个月,营业额按年微扬1.49%至6亿1437万5000令吉;净利则按年下滑6.25%至5926万6000令吉。 

由于美国对某些中东国家加强制裁,公司谨慎看待前景。

行家建议

与PANAMY的管理层会面后,我们对公司致力投资在自动化以便减少依赖人力的计划,保持中和的看法。

此外,尽管公司持续拓展产能,减少依赖外包制造商,借此提高自身的产量,然而,我们认为最快也要到2021财年,才能够看到产量显著增长。

我们估计铝、铜、钢,占公司原料成本的60至70%,这项成本也导致首半年的税前盈利赚幅下跌。

不过,大宗商品价格近几个月下滑,估计能减轻赚幅的压力,加上公司透过母公司采购原料,因此营运赚幅将下半年改善。

维持“守住”评级与38.75令吉的目标价格,这是根据17倍本益比计算。

http://www.enanyang.my/news/20181221/panamybr-赚幅下半年改善/

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Labels: PANAMY

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Chart Stock Name Last Change Volume 
PANAMY 33.70 0.00 (0.00%)

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