南洋行家论股
实达集团 进账慢财测下调
目标价：3.10令吉
最新进展：
实达集团（SPSETIA，8664 ，主板产业股）产业发展业务获得一次性合理价值收益，带动截至6月30日次季净利，按年激增76.70%至4亿4274万令吉，同时并宣布派发每股4仙中期股息。
合计上半年，净利按年增长39.03%至5亿423万令吉或每股13.51仙。
行家建议：
上半年核心净利只有1亿840万令吉，低于我们及市场的预测，分别仅占全年预测的17%和18%。
实际业绩比预测差，主要归咎于本地项目的进账速度比预期慢。
目前，未进账销售额从首季的79.5亿令吉，增加至81.2亿令吉，可保障未来1.8年的盈利展望。
基于本地项目进账缓慢，我们把2018和2019财年的盈利预测，分别下修29%和14%；同时，目标价也从3.69令吉降低至3.10令吉，这是因为每股实际净资产价值（RNAV）的折价，从原有20%提高至30%所致。
投资评级也从“买入”，下调至“中和”。
http://www.enanyang.my/news/20180825/实达集团-进账慢财测下调/
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