南洋行家论股
合顺 今年财测调高14%
目标价：5.70令吉
最新进展：
合顺（UMW，4588，主板消费股）第三季核心净利报1亿5500万令吉，胜于上财年同季的570万令吉亏损。
行家建议：
合顺第三季核心净利分别占我们和市场全年预估的91%和90%，超出预期。
新的组装厂房会在明年初投入运作，生产全新的丰田Vios，只要加速生产新车款，相信很快能达到收支平衡。
我们将今年的财测调高14%，以反映税务蜜月期的单次利好。此外，预测令吉对美元走强，而微升明后两年的净利预估2%和3.7%。
合顺当前在市场13至14倍的本益比之下交易，也低于19.9倍的5年本益比中值，加上明年新的厂房将可提振收益，我们将目标价提高至5.70令吉，相等14倍的本益比，建议买入。
同时，以2亿8770万令吉出售位于雪州莎阿南的工业租赁地，料在明年次季完成交易，并搬迁至双文丹的高值制造工业园（HMV），预计脱售所得将达1亿7140万令吉。
http://www.enanyang.my/news/20181203/合顺-今年财测调高14/
Related Stocks
| Chart | Stock Name | Last | Change | Volume |
|---|
Market Buzz
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
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....
