南洋行家论股
柏马汽车 料吸纳2300万SST
目标价：2.59令吉
最新进展：
柏马汽车（BAUTO，5248，主板贸服股）近日宣布将兑现零消费税（GST），并吸纳于9月1日前订购但之后交车，相关汽车的销售服务税（SST）。
最近也推介了马自达CX-3和马自达6的改款。
行家建议：
我们预测，8月31日前，柏马汽车在国内的订货为5000辆，假设每月生产1000至1100辆，将一共吸纳销售服务税2300万令吉。
不过，收回经销商奖励和减少广告和营销费用，可缓和冲击。
9月之后，销售额波动会减少赚幅的冲击，且有更高销售量的潜能。
路上马自达汽车的数量增加，也将有助于提升售后服务业务的贡献。
考虑到销售服务税吸纳的成本，且对大马和菲律宾更保守的汽车销量预测，我们调低该股2019至2021财政年净利预测8至15%。
重申“买入”评级，但目标价从2.69令吉下调至2.59令吉。主要风险包括新车款延迟推出及市场消费情绪低迷。
http://www.enanyang.my/news/20180813/柏马汽车-br-料吸纳2300万sst/
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