南洋行家论股
合顺 双文丹厂贡献显著
目标价：7.11令吉
最新进展：
合顺（UMW，4588，主板消费产品股）子公司合顺宇航位于双文丹的厂房，去年末季正式投运。
合顺宇航与劳斯莱斯签署了25+5年的合约，供应飞机引擎的风扇箱。
新厂房的产能，最高可达每年320个风扇箱。
行家建议：
合顺放眼，有了风扇箱合约激励，制造与工程（M&E）业务的营业额，可在未来3到4年内增长双倍。
我们预计，如果合顺宇航的厂房达到最高产能，每年将可贡献合顺5000万至6000万令吉的净利，或等于2018财年净利预测的14%至16%。不过，要在中期内才达到。
另外，新厂房仅占地30英亩，而合顺在双文丹的地库还剩下863英亩。
重新发展双文丹地皮将有助合顺释放资产价值。
我们估计，该些地皮至少值5亿令吉或每股40仙。
合顺已和大马投资发展局（MIDA）合作，为在双文丹设立营运业务的航空公司提供税务优惠。
http://www.enanyang.my/news/20180421/合顺br-双文丹厂贡献显著/
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