南洋行家论股
益联控股 3年财测下调
目标价：6.20令吉
最新进展：
益联控股（ATLAN，7048，主板工业产品股）截至5月31日首季，净赚738万令吉，按年挫跌约94%，但仍宣布派发股息每股10仙。
行家建议：
益联控股首季业绩低于我们预期，归咎于酒类产品的供应短缺。
若撇除80万令吉的净特别亏损，实际上首季的核心净利有820万令吉，按年减少28%，惟还是只占全年预测的18%。
我们将2019财年的净利预测，下调19%，2020和2021财年的预估，则分别下修15%和14%，因已将两个产业较低的入住率、和免税业务疲软的业务纳入预算。
目前，还未得知供应问题能否得到解决，但管理层相信只是短期的问题。我们将目标价格下修40仙至6.20令吉。
长期而言，我们仍正面看待该股的前景，青睐其免税业务强韧的净利，以及旗下被低估的资产。
而高达2.76亿令吉的净现金，也能支持更多并购活动。
http://www.enanyang.my/news/20180717/益联控股-3年财测下调/
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