南洋行家论股
森德 树脂涨价拖低财测
目标价：7.00令吉
最新进展：
产业发展业务表现欠佳，拖累森德（SCIENTX，4731，主板工业产品股）第三季净利跌8.1%，写6113万6000令吉；但仍建议派息10仙。
累计首9个月，净利则涨9.7%至2亿151万9000令吉；营业额起7.8%，报18亿9361万3000令吉。
行家建议：
我们曾指出，森德的制造业务50%的生产成本，来自于化石燃料树脂。市场相信，未来该原料的价格将随着需求及油价走高而上升。
敏感度分析显示，树脂价格每桶每上升5美元，将会降低对于森德2018财年净利预测的18.5%。
另外，新政府将消费税降到零后，该公司的营运成本将降低，最低薪金上调的冲击也有限，因为仅占制造业务销售成本的6.5%。
考虑了软包装产品需求上扬，成本上扬压力和入账程序放缓后，我们仍相信森德价格合理，维持“守住”评级。
http://www.enanyang.my/news/20180621/森德-树脂涨价拖低财测/
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