目标价:61仙
最新进展:
成本走高，拖累启顺造纸（NTPM，5066，主板消费产品股）截至10月31日次季，净利暴跌60.3%至636万2000令吉；惟营业额则扬3%，报1亿6926万9000令吉。
累计上半年，净利挫27.3%至1848万1000令吉；营业额起9.4%，报3亿4541万9000令吉。
惟税前盈利走跌22.04%，因原料和员工成本走高。
行家建议:
启顺造纸次季表现疲弱，上半年净利只占全年预测32.4%。
虽然营业额符合预期，占全年预测50%，但赚幅走软，归咎于原料价格攀升，尤其是全球供需不稳定的纸浆价格。
接下来，该公司持续提高纸巾产量，越南与槟城厂房年产量，料分别增4万公吨与2万公吨，代表着目前的产量会起50%。
若扩展计划顺利，产品需求持续，长期将推动销售量。
考虑到原料成本走高，我们下修2018至2020财年的盈利预测，幅度介于24%至39%。
维持“中和”评级，但目标价从71仙减至61仙。
http://www.enanyang.my/news/20171216/启顺造纸br-成本涨赚幅受压/
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CS Tan
4.9 / 5.0
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
123.74%
