南洋行家论股
森那美产业 售后才入账拖累财测
目标价：1.53令吉
最新进展：
森那美产业（SIMEPROP，5288，主板产业股）上周针对英国伦敦巴特西电站的交易，会见了分析员，解释2012年得标的过程。
同时，该公司管理层也透露国民投资机构（PNB）和公积金局（EPF）洽购巴特西电站第二期发展计划商务产业的精密审核已完成，包括市场研究，所以该交易将于7月敲定。
行家建议：
森那美产业会在巴特西电站第二期发展的商务产业脱售后，才获得付款，而不是之前所说的进度入账。
因此，我们将下修该公司2018、2019和2020财年的净利预测，幅度分别为2%、8%和15%。
同时，把该工程的税前赚幅预测，从15至18%，下调到8至15%。实际净资产价值（RNAV）也下修8仙，到2.78令吉。
另外，尽管森那美产业管理层指出，占地3196英亩的大马宏愿谷（MVV）计划，获得森美兰州政府的正面反应，但少了隆新高铁项目，我们相信发展需要更长的时间。
http://www.enanyang.my/news/20180618/森那美产业-售后才入账拖累财测/
Related Stocks
| Chart | Stock Name | Last | Change | Volume |
|---|
Market Buzz
2025-01-13
SIMEPROP2025-01-13
SIMEPROP2025-01-13
SIMEPROP2025-01-13
SIMEPROP2025-01-13
SIMEPROP2025-01-13
SIMEPROP2025-01-13
SIMEPROP2025-01-13
SIMEPROP2025-01-13
SIMEPROP2025-01-10
SIMEPROP2025-01-10
SIMEPROP2025-01-10
SIMEPROP2025-01-10
SIMEPROP2025-01-10
SIMEPROP2025-01-09
SIMEPROP2025-01-09
SIMEPROP2025-01-09
SIMEPROP2025-01-09
SIMEPROP2025-01-09
SIMEPROP2025-01-09
SIMEPROP2025-01-08
SIMEPROP2025-01-08
SIMEPROP2025-01-08
SIMEPROP2025-01-08
SIMEPROP2025-01-08
SIMEPROP2025-01-08
SIMEPROP
2025-01-08
SIMEPROP2025-01-07
SIMEPROP2025-01-07
SIMEPROP2025-01-07
SIMEPROP2025-01-07
SIMEPROP2025-01-06
SIMEPROP2025-01-06
SIMEPROPMore 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
Latest Videos
MQ Trading Signals
Time
Signal
Duration
Type
2025-01-16 10:50:00
ADX
10 Mins
SELL
2025-01-16 10:40:00
ADX
10 Mins
BUY
2025-01-16 09:40:00
ADX
10 Mins
SELL
2025-01-16 09:00:00
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....
