南洋行家论股
大马机场 提防国内外风险
目标价：8.79令吉
最新进展：
大马机场（AIRPORT，5014，主板交通和物流股）9月搭客流量按年增长2%，录得1081万3000人次。
国际和国内搭客流量皆录得增长。国际搭客流量增加2.1%至510万人次，而国内搭客流量则提高2%至570万人次。
行家建议：
整体而言，9月的搭客流量让人满意，特别是国际搭客流量，似乎不受因台风“山竹”而取消航班的影响。
末季是学校长假且适逢佳节，因此是旅游旺季，目前，我们并未看到任何冲击旅游情绪，进而影响末季搭客流量的因素。
不过，我们认为空乘客服务费（PSC，俗称机场税）的收费框架存有风险，最终或冲击公司的估值。
另外，土耳其的回购利率处于24%，且官方数据显示，通膨数据也从17.9%按月上升至24.5%，导致宏观环境日益艰巨，或冲击旅游需求。
我们维持财测，以及8.79令吉目标价不变，同时，考虑到国内和土耳其潜在的政策风险，重申“卖出”评级。
http://www.enanyang.my/news/20181012/大马机场-提防国内外风险/
Related Stocks
| Chart | Stock Name | Last | Change | Volume |
|---|
More articles on 南洋行家论股
Discussions
Be the first to like this. Showing 0 of 0 comments
Post a Comment
Featured Posts
Introducing MY's First IPO Fund for Sophisticated Investors!
New Update. Discover investment communities that resonate with your ideas
M & A Value Partners IPO Equity Fund has been launched - Targeted 13% Return p.a
Latest Videos
MQ Trading Signals
Time
Signal
Duration
Type
2024-11-08 16:10:00
EMA 5
10 Mins
BUY
2024-11-08 15:55:00
EMA 5
5 Mins
BUY
2024-11-08 15:25:00
EMA 5
5 Mins
SELL
2024-11-08 15:20:00
EMA 5
5 Mins
BUY
2024-11-08 15:20:00
VOLUME BREAKOUT
5 Mins
BUY
Apps
Top Articles
1
2
Good Articles to Share
Trump win to test limit of presidential power; Harris concedes but vows 'fight'
4
BFM Podcast
5
BFM Podcast
6
BFM Podcast
8
BFM Podcast
#
Stock
Score
Daily Stocks
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
Featured Advertisers / Partners
Ride The Bull Short The Bear
CS Tan
4.9 / 5.0
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
