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Author: Tan KW   |   Latest post: Fri, 15 Jan 2021, 10:55 PM

 

【行家论股/视频】高美达 调降明后年财测

Author:   |    Publish date:


目标价:28仙

最新进展:

高美达(GLOMAC,5020,主板产业股)调低本财年销售目标,从6亿令吉降至5亿令吉;并计划推出5.34亿令吉的项目,比早前的9.03亿令吉目标还低。

该公司已推出121 Residences B栋项目;同时,将在下周公布2020财年第三季的业绩。

行家建议:

我们估计第三季净利介于450万至650万令吉,首9月料取得1350万至1550万令吉净利,按年大涨2.87至3.44倍,占全年预测72%到82%。

我们维持本财年的盈利预测,但大砍明后财年的预估约44%,同时将今明后财年的周息率预测,双双调低至8仙。

假设121 Residences B栋认购率50%,那这项住宅产业项目截至1月底的总认购率约为60%。

121 Residences和现有项目带动,我们预测第三季产业销售介于1.2亿令吉至1.3亿令吉。首9月料取得3.25亿令吉至3.35亿令吉,可超越2018财年的2.14亿令吉及2019财年3.23亿令吉的销售。

不过,2019冠状病毒病爆发后,导致宏观经济前景黯淡,我们认为很难在末季录得1.65亿令吉至1.75亿令吉的销售。加上在全国行动管控期间,销售可能进一步走跌。

调降财测后,得出28仙目标价,等同明年5倍的本益比;维持“守住”评级,回酬率达10.8%。

分析:达证券

分析:达证券

 

https://www.enanyang.my/news/20200318/【行家论股视频】高美达-调降明后年财测/

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