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永信东南亚(YSPSAH)- 国内增长推动营收

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Publish date: Thu, 16 Aug 2018, 10:45 AM
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永信东南亚(YSPSAH)- 国内增长推动营收



永信东南亚的2Q18核心利润远超预期。 在稳健的国内增长和更好的产品组合的支撑下,EBITDA利润增长12.4%。 由于新加坡和越南市场下滑,出口销售疲软。

2Q18收入增长13%至6,790万令吉,带来上半年收入至1,394万令吉(增长9%)。 这是由于持续的销量增长和更好的产品组合,主要来自国内市场(增长17%)。 该季度可以通过贸易补充库存活动得到补充。 在2018年上半年增长8%,制造部门将继续成为增长的引擎。 更令人印象深刻的是,由于更好的产品组合和更高的规模经济,上半年的制造业部门利润增长了惊人的51%。 扣除成本与费用后,核心净利润为2,010万令吉(增长46%),超出预期。

2Q18的净利润率增长5%至13%,主要是由于永信东南亚制造部门的进展。 2018年2季度的优惠税率为23.7%(2017年第2季度为33.5%)也是一个因素。 出乎意料的是,上半年的出口销售额(通常占总销售额的30%)同比下降8%。 大多数外国市场出现下滑,特别是越南和新加坡。

预计核心每股盈利年均复合增长率为21%。 因国内部门即将出现的结构性改善,将支撑着永信东南亚在可预见的未来的前景。

 

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