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/
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