南洋行家论股
安裕资源 需求前景未明
目标价：3.15令吉最新进展
安裕资源（ANNJOO，6556，主板工业产品股）截至3月底首季，净利年跌17%至6145万令吉，归咎于去年同期赚幅较高，因为售价高涨及库存成本降低。营业额则年升18%至5亿8906万令吉。
由于会受季节效应，包括斋戒月及相继的假期影响，安裕资源预计次季业绩会较逊色。
行家建议
我们维持2018至2020财年的财测，并在可赎回可转换累积优先股（RCCPS）数量有变动后，调整股本。
受斋戒月影响，该公司在次季料面对本地需求减少。
同时，相信本地钢铁价格面临下行压力，归咎于部分大型工程可能被新政府展延和审查，导致需求疲软；且在关丹新成立的联合钢铁（Alliance Steel）供应也会加剧价格竞争。
政府对大型项目有清晰的举措前，我们维持安裕资源的本益比预测7.5倍。
在修改股本和将估值基准年推迟至2019年后，我们下调目标价至3.15令吉，维持“买入”投资评级，归功于成本管理奏效。
http://www.enanyang.my/news/20180529/安裕资源br-需求前景未明/
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