南洋行家论股
文语控股 来季料获更多合约
目标价：50仙
最新进展：
我们与文语控股（SASBADI，5252，主板电信与媒体股）的管理层会晤后，得知零售业务在过去数月的表现疲软。
管理层指出，即便政府豁免对书本征收销售与服务税（SST），但是，依然无法激励书本的销量。
行家建议：
我们相信销量停滞，是因为消费者在6月至8月的税务假期间，更倾向于购买电器或汽车。
不过，新政府强调透明和精英治国，对文语控股而言是利好，因为有望攫取更多供应合约。
因此，我们预计公司有望在未来几个季度，获颁更多出版课本的合约。
另外，新政府继续专注于科学、科技、工艺和数学（STEM）的发展，所以，机械科技教育业务有极大潜能，且该公司也积极在私人和国际学校开设机械教育班。
然而，除非政府往科技与机械教育方面投入更多资金，否则，零售业务料将持续疲弱。
我们维持“增持”评级，惟将目标价从66仙下砍至50仙，相等于2019财年16倍本益比折价20%。
http://www.enanyang.my/news/20181008/文语控股-来季料获更多合约/
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