南洋行家论股
布米阿马达 新合约助债务重组
目标价：59仙最新进展
布米阿马达（ARMADA，5210，主板贸服股）的客户EnQuest，在上周五为布米阿马达的Armada Kraken浮式生产储卸油轮（FPSO），颁发最终验收证书。
行家建议
我们认为这利好布米阿马达，让该公司能获得来自Kraken全额租赁收入。
另外，我们了解这项合约，将从现有的经营租赁模式，转换至融资租赁模式。
上述消息也料能协助布米阿马达高达20亿令吉的债务重组进展。Kraken的上半年产量虽然低于预计，但在完成维修后，在7月与8月产量有提升。
尽管如此，我们维持布米阿马达现有的财测，因为已为末季纳入来自Kraken的租赁收入。
在下调Kraken折扣现金流动（DCF）折价率至15%后，将目标价上调至59仙。
维持“守住”投资评级，因为我们预计该公司短期内没有新的大型合约。
http://www.enanyang.my/news/20180913/布米阿马达br-新合约助债务重组/
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