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南洋行家论股

Author: Tan KW   |   Latest post: Wed, 28 Oct 2020, 7:20 AM

 

【行家论股/视频】SCGM 2年财测上修

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https://youtu.be/Dt4tDmznnUs

分析:肯纳格投行研究

目标价:3.85令吉

最新进展

SCGM(SCGM,7247,主板工业股)2021财年首季,净利按年激增2.76倍,至826万6000令吉,同时计划派息每股1.7仙。

首季营业额按年也增2.8%,至5722万3000令吉。

至于每股1.7仙的股息,除权日是10月27日,派发日定在11月12日。

 

行家建议

SCGM首季表现符合预期,核心净利为940万令吉,达到我们全年预测的30%。

首季派息1.7仙,也达到我们全年派息预估6.5仙的26%。

该公司会继续专注在饮食业塑料包装业务,以及在疫情期间继续提高面罩业务产能。

因此,我们将2021至2022财年的核心净利预估,上修11%至13%。

该公司在8月也新购买了两台生产机器,因此面罩销售量应可走高;同时,面罩的赚幅也会比现有产品来得高。

另外,按照40%的派息率,SCGM在2021至2022财年的股息,应该会介于7.3至8.9仙,周息率相等于2%至2.5%。

由于SCGM近期股价已经飙涨近120%,因此,我们维持“跟随大市”评级。

不过,随着财测上调,我们也将目标价,从3.45令吉上修至3.85令吉,相等于19倍的本益比。

 

 

https://www.enanyang.my/行家论股/【行家论股视频】scgm-2年财测上修

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Labels: SCGM

Related Stocks

Chart Stock Name Last Change Volume 
SCGM 3.00 -0.03 (0.99%) 793,500 

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