南洋行家论股
马拉卡 明年财测上调5%
目标价：1.05令吉最新进展
马拉卡（MALAKOF，5264 ，主板贸服股）的丹绒宾能源私人有限公司（TBE）预计次季写产量更高，因锅炉和电力系统的纠正工程已在1月完成。
丹绒宾能源已在2月22日恢复商业运作。
行家建议
我们正面看待上述进展。
我们发现，丹绒宾能源次季的非计划停运率（UOR）处于双位数，但UOR有下跌的迹象，有能力在年杪时达到购电协议所设定的6%水平。
回顾首季，当时的UOR企于15%，这也导致丹绒宾能源的容量电价（Capacity Payment）跌17%，写1.24亿令吉。
另外，曼绒4（Manjung 4）发电厂在经历24个月的消化期后，表现也开始恢复正常。
我们将2019财年的净利预测上调5%，以反映出丹绒宾能源更好的表现，并将派息率预测上修至100%，相等于是今明年各6%和7.5%的周息率。
我们维持“买进”的投资评级，目标价格是1.05令吉。
http://www.enanyang.my/news/20180712/马拉卡br-明年财测上调5/
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