南洋行家论股
亚航集团 高油价或拖累净利
目标价：3.62令吉
最新进展
累积首半年，亚航集团（AIRASIA，5099，主板消费股），净利按年下挫10.5%，因为油价上涨。
不过，营业额按年上扬10.3%，带动营运赚幅录得双位数增长，归功于持续扩增区域业务。
行家建议
我们认为亚航集团的净利表现依然坚挺，但是，油价上涨或导致净利减少。
根据我们的敏感度测试，油价每上涨1%，营运盈利与核心净利，将分别减少1.7%和3.5%。
目前，燃料成本高于我们原本预测的每桶79.3美元，因此，我们将燃料成本调整至每桶85美元。
有基于此，我们将今年和明年的核心净利，分别下调18.9%和19.4%，同时，按照10倍本益比，将目标价从4.47令吉，下砍至3.62令吉，
考虑到亚航过去取得亮眼的增长、营运稳定且持续扩展业务，以及致力于改善每公里收益，重申“买入”评级。
另外，亚航也数字化业务，分析客户的数据，提升他们的体验，并通过提供附加服务增加收入。
http://www.enanyang.my/news/20181016/亚航集团br-高油价或拖累净利/
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