南洋行家论股
森那美种植 短期前景黯淡
目标价：5.40令吉最新进展
森那美种植（SIMEPLT，5285，主板种植股）今年1月到5月的原棕油平均销售价格，为每吨2442令吉。
在2018财年首10个月内，该公司的鲜果串产量为年增6%，符合预期。
但由于积极翻种，近年少种新树，导致鲜果串产量的增长率放缓。
行家建议
因为棕油库存充足，短期前景黯淡，下修整体领域原棕油平均销售价预测6%，到2450令吉。
至于2019和20年的平均销售价预测，也分别降到每吨2500令吉和2600令吉。
所以，我们也下修森那美种植2019和2020财年的原棕油平均销售价格预测，到每吨2500令吉和2550令吉。核心净利预测也顺应分别下修5%和3%。
我们认为，短期增长前景黯淡，所以股价缺乏催化剂。但是，若把大马半岛的部分策略地库套现以释放价值，将会是该股的主要惊喜。
http://www.enanyang.my/news/20180615/森那美种植br-短期前景黯淡/
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