南洋行家论股
国家能源 重估ICPT恐损盈利
目标价：14.30令吉
最新进展
国家能源（TENAGA，5347，主板贸服股）获得政府批准继续推行成本转嫁机制（ICPT），非住宅电费首当其冲涨价。
不过，最近有多方人士请求政府自行吸收电力成本，引发政府重新评估ICPT的忧虑。
行家建议
我们认为，若是政府改变主意，国能盈利无疑会受到影响，很可能需要在下半年自行承担6亿9800万令吉的燃油成本，这占全年净利预估的9%。
因此，我们预计国能的股价可能会回到7至10令吉的区间，也就是在2014年实施ICPT之前的水平。
政府也可能会考虑其他缓和涨价的方法，比如说降低供应给能源领域的天然气价格，或与国能和独立发电厂重新洽商购电协议。
无论如何，我们认为政府将会维持现有的ICPT机制，也就是说，燃油成本提高对国能的影响中和，能够维持当前派息率。
建议买入该股，目标价维持在18.70令吉。
http://www.enanyang.my/news/20180712/国家能源br-重估icpt恐损盈利/
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