南洋行家论股
乐天大腾化学 成本高砍财测
目标价：7.47令吉最新进展
乐天大腾化学（LCTITAN，5284，主板工业产品股）首季净利按年下跌28.6%，至2亿4419万7000令吉或每股10.74仙，因外汇亏损和聚烯烃产品业务收益减少。
营业额则从去年的19亿1452万5000令吉，按年上扬15.7%至22亿1425万9000令吉，归功于旗下所有市场的订单额增加，尤其是中国，年增近1.1倍。
行家建议
尽管联号公司贡献增加，但我们仍将财测下修15至17%，以反映出较高的石脑油原料成本。
同时，依旧维持该股“买入”的投资评级，主要是因为：（一）产品供应紧缩、（二）为期多年的产能扩展活动、（三）聚乙烯价格在2月份开始重拾动力、以及（四）厂房使用率复苏。
原油价格走强，管理层预计，石脑油的价格在短至中期内保持稳定或趋跌。
另外，管理层也相信近期业绩会有改善，归功于供应紧缩。此外，新的流化石脑油裂解厂房加速营运，料也刺激净利表现。
http://www.enanyang.my/news/20180503/乐天大腾化学br-成本高砍财测/
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