南洋行家论股
砂拉越油棕末季业绩恐走跌
目标价：4.15令吉
最新进展：
砂拉越油棕（SOP，5126，主板种植股）管理层下调鲜果串今年产量预测，从160万公吨减至155万公吨。
今年鲜果串产量展望疲弱，归咎于劳力短缺、降雨量高影响收割活动，以及基础建设系统差劲拖累鲜果串运输。
行家建议：
下调鲜果串今年产量增幅预测至7.7%至151万公吨。今年60%的产量料落在下半年。
若棕油供过于求，今年原棕油价格可能面临挑战，预计平均每公吨2400令吉。
砂拉越油棕上财年末季业绩可能按季走跌，因原棕油平均售价按季减2.6%，和鲜果串产量按季跌2.9%。
虽然原棕油平均售价按年挫11%，但按年而言，末季业绩应该会较强，归功于鲜果串产量按年扬41.9%。
预计末季核心净利介于4100万至4500万令吉。
鲜果串产量增幅降低，降低今财年净利预测10%，但维持2017及2019财年预测。
另一方面，原棕油价格波动高，未来数年下游业务贡献料依然波动。
http://www.enanyang.my/news/20180131/砂拉越油棕末季业绩恐走跌/
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