南洋行家论股
森那美 卖水务资产无损净利
目标价：2.97令吉
最新进展：
森那美（SIME，4197，主板贸易服股）宣布，以6801万761美元（约2.75亿令吉）脱售潍坊森那美水务管理公司全数股权。
该公司预计能从中录得6500万令吉单次净收益，当中包括撤资成本等，因为该公司要重新平衡组合，专注在核心业务的策略。
行家建议：
我们对于新消息不感意外，因为森那美之前已透露将脱售中国的物流和水务资产，专注核心业务。整体来说，正面看待，因为成功脱售非核心资产，又可以节省利息。
该项水务管理业务对该公司的营业额和税前盈利，仅分别贡献1%和1.5%，因此，相信脱售后对公司的净利冲击可以忽略。
但脱售所得可用来偿还贷款，进而降低贷款成本，所以我们预计，可抵消掉水务管理业务的营业额损失。
排除掉潍坊森那美水务管理公司的盈利贡献后，2019财年净利预测微减0.2%，2020财年则增0.3%。
http://www.enanyang.my/news/20180703/森那美-卖水务资产无损净利/
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