南洋行家论股
SCGM转嫁成本增赚幅
目标价：1.75令吉
最新进展：
SCGM（SCGM，7247，主板工业产品股）截至1月31日第三季，净利写540万令吉，年跌22.7%，归咎于树脂价走高，融资和折旧费用及外汇亏损。营业额则增16.2%，报5342万令吉。
新古来厂房将在4月竣工，预计12月投产提振产能，有助应付来自国内和海外的需求。
行家建议：
营运成本和树脂价格走高，让我们担忧SCGM近期赚幅表现，但预期转嫁成本能加以缓和不利。
SCGM在今明两年的资本开销约6000万令吉，一旦新厂完成后，产能可提高65%，至每年6万7600吨。该厂房料在明年下半年投产。
综合上述看法，我们下调今明两财年的净利预测9至13%；同时，赚幅预估降到10.4%至10.9%范围，比早前的11.8%低。
我们按今年9.6仙的每股净利预估，将目标价从2令吉，下砍至1.75令吉。
http://www.enanyang.my/news/20180316/scgm转嫁成本增赚幅/
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