南洋行家论股
AWC 净利抗跌估值偏低
目标价：1.00令吉
最新进展：
AWC（AWC，7579，主板贸服股）未来打算承接更多私人领域的综合设备管理（IFM）工作，尤其是保健和商务领域，并相信以公司的经验和强劲记录，可以获得更多私人合约。
另外，环境业务入账缓慢，拖累该公司2018财年首9个月的业绩表现。不过，仍有信心公司较优质的产品，可以提高竞争力。
行家建议：
由于AWC的净利抗跌，且估值偏低，仅等于2019年7.3倍本益比，所以，我们持续偏好该股。
若该公司的环境业务贡献较预期高，IFM业务赢得更多合约，该股就有潜能上调评级。
另外，AWC早前建议收购Trackworks的60%股权，我们预计将完成这个收购计划，因为该公司打算进军铁路业务。
潜在的催化剂，是环境业务的盈利比预期强，以及IFM业务赢得更多合约，而下行风险则包括设备管理合约摆取消，以及过渡进账延缓。
http://www.enanyang.my/news/20180620/awc-净利抗跌估值偏低/
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