南洋行家论股
亚航集团 上涨空间有限
目标价：3.70令吉
最新进展：
亚航集团（AIRASIA，5099，主板贸服股）截至6月底次季，净利按年飙涨147%，至3亿6181万4000令吉，归功于脱售飞机的递延税项加回业绩中。
尽管当季的总搭客量年增13.2%，但核心净利却按年下跌42%至2亿7200万令吉，因为载客率降低至85.5%，每公里机位营收（RASK）也年减1.9%。
行家建议：
亚航集团次季核心净利低于预期，而首半年核心净利，也仅占我们全年预估的47%。
虽然泰国和印尼业务陷入机票价格战，导致前景受挫，惟本地业务表现良好。
此外，即便载客率走低，但还处于相当不错的水平。
综合上述，我们认为亚航还能达至全年财测。
另外，管理层早前曾表明，将在次季宣布派发特别股息，但至今仍无下文，这让人失望。
不过，我们有信心相关消息将在年杪公布，所以建议投资者守住，等待进一步消息。
维持财测及3.70令吉目标价不变，惟基于股价上涨空间有限，将评级下修至“守住”。
http://www.enanyang.my/news/20180907/亚航集团br-上涨空间有限/
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