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南洋行家论股

Author: Tan KW   |   Latest post: Sat, 19 Jun 2021, 8:07 AM

 

【行家论股/视频】海鸥 4%周息率支撑股价

Author:   |    Publish date:


分析:JF Apex证券

目标价:2.30令吉

最新进展:

直销业务走强,带领海鸥(HAIO,7668,主板消费股)截至10月杪的2021财年次季,净利按年增41.46%,至1035万2000令吉或每股净赚3.57仙,并派息每股4仙;营业额则年跌3.29%,至6613万7000令吉。

以首半财年计,营业额达1亿3738万3000令吉,增长2.18%;净利则增36.88%,至2061万5000令吉。

 

行家建议:

海鸥次季营业额并不理想,但净利依然有所增长,总的来说,首半年净利接近2070万令吉,达到我们全年预测的50%,符合预期。

按季来看,新一波疫情对直销业务和批发业务造成打击;不过,零售业务较上季有所增长。海鸥本季税前盈利较上季滑落了1.5%。

若按年比较,行动管控令导致餐厅对烹饪用酒需求,及免税店销售减少,导致零售业务营业额下滑;批发业务则因集团推迟会员促销活动而受到影响。

不过,由于集团的赚幅获得改善,业绩依然较去年同期亮眼。

海鸥2021财年上半年业绩已有改善,并乐观看待商业前景;疫苗面市、政府的经济刺激配套、农历新年佳节到来,及集团积极开拓电子商务平台,都让海鸥前景看俏。

我们维持“守住”评级及2.30令吉目标价;并相信海鸥最糟糕的时刻已经过去,其4%周息率可支撑着股价。

下行风险包括更高的营运开销、国内消费需求下滑,以及疫情持续打击集团表现。

 

 

https://www.enanyang.my/行家论股/【行家论股视频】海鸥-4周息率支撑股价

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Labels: HAIO

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Chart Stock Name Last Change Volume 
HAIO 2.10 0.00 (0.00%) 236,200 

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