南洋行家论股
国油石化 本益比上看21倍
目标价：11.18令吉
最新进展：
汇兑亏损和一次过计算累积前几个季度人力相关开销，国油石化（PCHEM ，5183，主板工业产品股）截至3月杪首季，净利按年跌17.76%，至10亿6500万令吉或每股13仙。
不过，销量增加及产品售价提高，带动营业额按年增长5.45%，达49亿5100万令吉。
行家建议：
预计今年盈利依然强劲，烯烃与衍生产品业务将得益于产品价格走强，而肥料与甲醇业务依然稳定。
下游需求健康，烯烃与衍生产品市场料稳定，而国油石化具有成本优势，赚幅比竞争者高。
东南亚库存高，肥料与甲醇市场料稍微放缓，但扩展抵消影响，盈利基础持稳。
首季核心盈利符合预期，占全年预测的28.6%。
虽然令吉走强，但依然青睐该股，因为产品价格走高会改善整体价差。
维持“买入”评级、盈利预测和11.18令吉目标价。
今年给予21倍本益比的原因是，明年后盈利基础应该更大，归功于扩大边佳兰炼油与石油化工综合发展项目（RAPID）产能和赚幅高。
http://www.enanyang.my/news/20180523/国油石化br-本益比上看21倍/
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