南洋行家论股
星狮集团 糖饮税冲击80%产品
目标价：33.30令吉
最新进展
星狮集团（F&N，3689，主板消费股）2018财年的销售表现呆滞，因为大马和泰国的饮食业务表现平淡。
本地业务显示出跌势，出口则因更广泛的市场，取得双位数增长率。
泰国的生产和营运成本会趋缓，不过奖掖到期，接下来税务支出会更高。
行家建议
我们出席了星狮集团2018财年业绩汇报会后，对于该公司的近期前景谨慎。大马市场的需求，尤其在征收糖饮税后会放缓，接下来会更加挑战。
该集团现有80%的产品将受糖饮税冲击，这些产品贡献营业额达40%。即便加快研发新产品，但料不会在明年4月前面市。
基于泰国税务奖掖到期，税务支出更高，我们下修星狮集团2019和2020财年净利预测3.2%和5.6%，因此2财年的股息，也从70仙下调到66仙，及从75仙下调到70仙。
维持“跟随大市”评级；目标价也从34.45令吉，下调到33.30令吉。
http://www.enanyang.my/news/20181113/星狮集团-br-糖饮税冲击80产品/
Related Stocks
| Chart | Stock Name | Last | Change | Volume |
|---|
Market Buzz
2024-10-04
F&N2024-10-04
F&N2024-10-03
F&N2024-10-03
F&N
2024-10-02
F&N2024-10-02
F&N2024-10-02
F&N2024-10-02
F&N2024-10-01
F&N2024-10-01
F&N2024-10-01
F&N2024-10-01
F&N2024-09-30
F&N2024-09-30
F&N2024-09-30
F&N2024-09-30
F&N2024-09-27
F&N2024-09-27
F&N2024-09-26
F&N2024-09-26
F&N2024-09-25
F&N2024-09-25
F&N2024-09-25
F&N2024-09-25
F&N2024-09-25
F&N2024-09-25
F&N2024-09-25
F&N2024-09-25
F&N2024-09-25
F&N2024-09-25
F&N2024-09-24
F&NMore 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
Latest Videos
Apps
Top Articles
1
2
BFM Podcast
3
BFM Podcast
4
6
Koon Yew Yin's Blog
8
#
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....
