南洋行家论股
海事重工 仲裁案或需拨备
目标价：1.00令吉
最新进展：
与海事重工（MHB，5186，主板能源股）的订单纠纷无法和解，EA科技（EATECH，5259，主板交通与物流股）发出仲裁通知，追讨2170万美元（约9000万令吉）。
海事重工指出，将会严谨捍卫立场，同时为额外订单进行反索赔，保留采取法律行动的权利。
行家建议：
我们不排除海事重工须为上述事件作出拨备，这也将拖累现财年的表现低于预期。
不过，我们正面看待重工业务的周期复苏趋势，从营运方面来看，最糟糕的时期已过。
另外，现金流和成本管控良好，公司也正竞标更多的合约，而攫取大型合约，是重估评级的主要催化剂。
我们认为，海事重工还是有价值，从股价对账面价值（P/BV）的角度衡量，其估值便宜，且处于低谷。
按照企业价值对积压订单（EV/backlog）比0.9倍水平，我们维持“买入”投资评级，和1令吉的目标价格。
http://www.enanyang.my/news/20181006/海事重工-仲裁案或需拨备/
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