南洋行家论股
联合马六甲 或成并购目标
目标价：5.61令吉
最新进展：
联合马六甲（UMCCA，2593，主板种植股）截至10月底次季，净亏1207万7000令吉，惟仍派息每股2仙。
行家建议：
联合马六甲次季业绩令人失望，低于我们和市场的预期；若剔除特殊项目，次季核心净亏为620万令吉，去年同期为净赚970万令吉。
在考量了较高的营运成本，以及鲜果串产量增长率较低后，我们下修2019至2021财年的盈利预测，幅度介于6.6%至63.3%。
管理层预测鲜果串下半年将反弹，然而，我们认为展望仍充满挑战，因为幼小与新成熟棕油园的生产成本较高，此外，鲜果串产量有下跌风险，而棕油价或会疲弱。
我们弃用本益比估值法，改用股价对账面值（B/P），并给予0.7倍估值，这是小型股的平均值。目标价从4.41令吉，上修至5.61令吉。
我们认为，联合马六甲可能会成为并购的目标，因为业者积极在本地与印尼购地。
http://www.enanyang.my/news/20181220/联合马六甲-或成并购目标/
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