南洋行家论股
AXIS产托 取消私配更正面
目标价：1.25令吉最新进展
AXIS产托（AXREIT，5106，主板产托股）透过文告指出，不会进行第二批私下配售活动。
去年5月，AXIS产托提议私下配售现有基金规模约20%股权，并在去年11月完成首批，配售1亿2500万股，占总私下配售活动的43%。
行家建议
AXIS产托不再进行第二批私下配售活动，我们的看法稍微正面，因为我们原本预测第二批配售筹资所得，将会用作新收购后降低负债；因此，最新的决定意味下一个新收购的目标规模将会较小，同时也避免股票被稀释的影响。
尽管如此，在排除第二批私配活动后，2018至2019财年的借贷成本预测将提高14至42%，达到3400至4100万令吉；而核心净利预测也顺应下调5至10%。
不过，每股股息预测则上修8至2%，归功于股票数目没有增加。
整体来说，我们把投资评级从“低于大市”调高至“符合大市”，目标价也从1.15令吉，上修至1.25令吉。
http://www.enanyang.my/news/20180329/axis产托br-取消私配更正面/
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