南洋行家论股
安裕资源 建筑业疲弱抵消利好
目标价：1.82令吉
最新进展：
安裕资源（ANNJOO，6556，主板工业股股）是交易所内最大的钢铁股，也是钢铁领域内，长钢生产成本最低的业者。
同时，该公司拥有抗跌的成本架构，也是中国供应减少的受惠股。
行家建议：
我们初次检视安裕资源，给予“守住”评级。
但尽管中国供应减少能让该公司受惠，相关的利好因素，可能会因为我国大选后，建筑领域疲弱的前景所抵消。
钢价虽高，但是会抵消掉短期内，建筑领域疲弱的前景，目标价为1.82令吉。
同时，中国可能会扩展海外产能，也对本地业者不利。
中国业者一直寻找方法扩展产能到海外，比如印尼、大马和津巴布韦。
短期内，会限制钢铁价格的上涨空间，不过，钢坯、钢线和钢条等产品，还是会保持在2000令吉。
http://www.enanyang.my/news/20181016/安裕资源-建筑业疲弱抵消利好/
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