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南洋行家论股

Author: Tan KW   |   Latest post: Thu, 26 Nov 2020, 7:15 AM

 

【行家论股/视频】成功食品 销量复苏比预期好

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https://www.youtube.com/watch?v=y3cKWexQ2x8

 

分析:兴业投行研究

目标价:1.38令吉

最新进展:

行动管控令冲击,成功食品(BJFOOD,5196,主板消费股)2020财年末季,净亏3016万1000令吉。

累计全年,营业额录得6亿3471万9000令吉,但净亏1892万5000令吉,或每股亏5.31仙。

 

行家建议:

成功食品全年核心净亏损达1540万令吉,远不如我们和市场的盈利预期,尤其行动管控的影响比预想中更糟。

不过,2021财年首季应可快速和强劲地反弹,因为销量复苏情况极佳,甚至还超越了管控之前的水平。

销量复苏良好,可能是因为抑制需求的释放,以及低利率环境,和暂缓还贷等疫情援助配套,让国人有更高的可支配收入。

另外,一些财政疲弱的竞争者可能会因为疫情而被淘汰,有利于成功食品扩大市占率。

我们之前可能一直过于谨慎,尤其管理层预期的最糟情况并未发生。

因此,将2021和2022财年的净利预测上调10%和4%。

纳入净利复苏预测后,将目标价上调至1.38令吉,投资评级也由“卖出”上调至“买入”。

 

 

https://www.enanyang.my/行家论股/【行家论股视频】成功食品-销量复苏比预期好

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Labels: BJFOOD

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Chart Stock Name Last Change Volume 
BJFOOD 1.69 +0.01 (0.60%) 319,200 

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