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

 

【行家论股/视频】云升控股 下半财年表现料强劲

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https://youtu.be/TDrC3DcxQlk

分析:马银行投行研究

目标价:7.20令吉

最新进展

云升控股(YINSON,7293,主板能源股)2021财年次季,录得1亿35万6000令吉净利,按年猛增1.44倍,同时宣布派息每股4仙。

次季营业额按年也暴增3.66倍,报9亿9557万9000令吉。

首半年来看,该公司按年多赚61.62%,至1亿4707万2000令吉;营业额则激增2.17倍,至13亿3932万6000令吉。

 

行家建议

云升控股首半财年核心净利达1亿8900万令吉,按年暴涨近1倍,达到我们全年预测的48%,尚算符合预期。

我们预计,下半财年表现将更加强劲,因为会有浮式生产储卸油轮(FPSO)Abigail Joseph的贡献。

不过,该公司会在第三季认列收购Ezion失败的减值,注销额达2000万美元(约8337万令吉)。

同时,会在末季整合印度Rising Sun再生能源业务,持股权会从37.5%,提高至95%。

维持财测、“买入”评级,和目标价7.20令吉。

我们看好云升可以拿下巴西石油公司(Petrobras)的Parque Das Baleias(PDB)项目合约。

如果最终成事,而云升会持股75%的话,该公司的每股净现值(NPV)可额外提高1.77令吉。

 

 

https://www.enanyang.my/行家论股/【行家论股视频】云升控股-下半财年表现料强劲

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Labels: YINSON

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Chart Stock Name Last Change Volume 
YINSON 4.59 -0.01 (0.22%) 904,600 

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