南洋行家论股
文语控股新政策冲击净利
目标价：47仙
最新进展：
文语控股（SASBADI，5252，主板消费产品股）获教育部颁发合约，出版及印刷中学三年级的科学和中文课本，总值579万2220令吉。
加上在3月赢得的合约，文语控股今年共已拿下5个课本合约，总值达1232万3835令吉。去年，全年所赢合约仅为1114万2172令吉。
行家建议：
虽然今年成功赢得更多合约，但我们认为，文语控股净利受政府的政策影响。
政府在去年颁布新令，不再送一马书券给学生，转而将价值250令吉的购书折扣存入一马大专生扣账卡（KADS1M Debit）。
考虑到书本销售可能会下跌，我们将2018至2020财年的净利预测下修5.9%至6.9%，目标价亦从50仙下修至47仙。
不过，年初至今文语控股股价急挫36%，跌至2019本益比9.6倍水平，估值低廉。所以现在是重新入场的良机，也把投资评级由“守住”，上修至“买入”。
http://www.enanyang.my/news/20180412/文语控股新政策冲击净利/
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