南洋行家论股
国家能源 缺乏激素财测下修
目标价：17.70令吉最新进展
能源委员会3月底的报告指出，第二监管期（RP2）资产的平均回酬是38亿令吉。
加上从第一监管期（RP1）带到第二监管期的营运开销和资本开销，国家能源（TENAGA，5347，主板贸服股）2018至2020年内，电力传送和分配业务料每年赚40亿令吉。
长期内，国能将迈向自动化和智能电表以节省成本；自动化将减少雇员、行政和维修成本。
行家建议
我们认为，国能受到监管的业务，现财年的净利贡献与上财年持平，意味着周息率将处在4.6%，表现一般。
不过，正面来看，该公司将开始每季度派息。
无论如何，基于第二监管期电力需求料跌至2%，我们下修净利预测4%。
加上短期内缺催化剂，评级下调到“守住”，目标价格17.70令吉。
若想要取得5%的周息率，在15令吉价位入场。
长期内，自动化和智能电表等成本撙节措施所省下的钱，将激励该公司盈利。
http://www.enanyang.my/news/20180501/国家能源br-缺乏激素财测下修/
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