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/
Related Stocks
| Chart | Stock Name | Last | Change | Volume |
|---|
Market Buzz
2025-01-16
SDG2025-01-15
SDG2025-01-13
SDG2025-01-13
SDG2025-01-13
SDG
2025-01-13
SDG2025-01-10
SDG2025-01-10
SDG2025-01-10
SDG2025-01-10
SDG2025-01-10
SDG2025-01-10
SDG2025-01-10
SDG2025-01-09
SDG2025-01-08
SDG2025-01-08
SDG2025-01-07
SDG2025-01-07
SDG2025-01-07
SDG2025-01-07
SDG2025-01-07
SDGMore articles on 南洋行家论股
Discussions
Be the first to like this. Showing 0 of 0 comments
Post a Comment
Featured Posts
Introducing MY's First IPO Fund for Sophisticated Investors!
New Update. Discover investment communities that resonate with your ideas
M & A Value Partners IPO Equity Fund has been launched - Targeted 13% Return p.a
Latest Videos
MQ Trading Signals
Time
Signal
Duration
Type
2025-01-16 11:40:00
EMA 5
10 Mins
SELL
2025-01-16 11:00:00
EMA 5
10 Mins
BUY
2025-01-16 10:50:00
ADX
10 Mins
BUY
Apps
Top Articles
1
2
3
RHB Investment Research Reports
4
Good Articles to Share
Eli Lilly CEO on Fighting Cancer and Obesity, Drug Pricing (Correct)
5
Good Articles to Share
Evercore ISI's Julian Emanuel says its too early to buy weakness
6
Good Articles to Share
7
Good Articles to Share
8
Good Articles to Share
#
Stock
Score
Daily Stocks
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
Featured Advertisers / Partners
Ride The Bull Short The Bear
CS Tan
4.9 / 5.0
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
