南洋行家论股
MBM资源 汽车部件需求稳增
目标价：2.70令吉最新进展
我们最近拜访MBM资源（MBMR，5983，主板贸服股）的联号公司Autoliv Hirotako（AHSB），以及独资子公司Hirotako Acoustics（HASB）厂房。
MBM资源在AHSB持股51%，主要生产安全带、安全气囊和方向盘；HASB则生产噪声、振动与声振粗糙度（NVH）零件。
行家建议
在上财年，我们预测这两家厂房能贡献MBM资源近12.4%净利。
今年和明年会有很多新车推出。有需求高涨带动，两家厂房的前景稳健。
因市场专注改善安全设施，AHSB的增长预计会由安全气囊推动。
过去数年，HASB一直被表现不佳的宝腾拖累。不过，随着第二国产车销售走高，加上宝腾与吉利即将进行重组计划，我们预计该厂房的销售将会得益。
另外，今年的消费情绪改善和新车款推出料可扶持汽车总销量复苏。我们预测，2018汽车总销量按年能增2%，至58万8100辆。
http://www.enanyang.my/news/20180424/mbm资源br-汽车部件需求稳增/
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