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Author: Tan KW   |   Latest post: Fri, 27 Nov 2020, 7:09 AM

 

【行家论股/视频】IOI产业 核心净利高预期

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https://youtu.be/8woep6H4XGw

分析:达证券

目标价:1.06令吉

最新进展

由于蒙受1亿令吉投资产业公允价值和减值亏损,拖累IOI产业(IOIPG,5249,主板产业股)2020财年末季净利,年跌65.69%至4794万9000令吉,但仍宣布派息每股1.5仙。

同时,末季营业额年增22.64%,至6亿1047万令吉。

累积全年,营业额21亿1634万6000令吉,按年微跌3.69%,净利4亿5569万3000令吉,年跌31.09%。

 

行家建议

剔除单次事项后,IOI产业全年核心净利达6亿1860万令吉,高于预期,占我们和市场全年预测的115%与118%,归功于中国产业销售表现强于预期。

不过,此次宣布派息每股1.5仙,则低于我们预期的3仙。

在调整我们内部预测数据后,小幅调低2021和2022财年盈利预测,幅度是0.5%与0.3%,但分别维持17亿与20亿令吉新产业销售预测。

同时,我们预测2023财年净利会年增1.3%,至6亿6980万令吉,销售预测为22亿令吉。

管理层认为,在冠病疫情肆虐之际,市况继续充满挑战,因此相信现阶段要给出2021财年销售预测,还为时过早。

根据2021财年股价对账面净值0.3倍,我们把目标价略微下调至1.06令吉,但鉴于近期股价走跌,我们上修评级至“买入”。

 

 

https://www.enanyang.my/行家论股/【行家论股视频】ioi产业-核心净利高预期

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Labels: IOIPG

Related Stocks

Chart Stock Name Last Change Volume 
IOIPG 1.16 +0.10 (9.43%) 10,154,100 

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