南洋行家论股
PPB集团 今年财测下调4.9%
目标价：16.60令吉最新进展
小麦价格上涨，推高PPB集团（PPB，4065，主板消费股）谷物业务的营运成本。不过，管理层不打算转嫁给消费者，而是专注提高效率。
消费品方面，营业额减少归咎于经济状况缺佳；电影业务继续有全马35间的电影院所支撑，接下来将在EkoCheras广场增添新院。
行家建议
我们对PPB集团展望保持谨慎，特别是谷物和种植，以及消费产品业务。电影业务应还有增长。
由于消费情绪疲弱，我们将今年财测下调4.9%，但看好中期将会复苏，归功成本回复正常，加上工程业务回酬更好，因此将明年财测稍微上调1.7%。
不过，评级从“超越大市”下调至“跟随大市”，目标价也从18.35令吉，减至16.60令吉。
虽然该股近期基本面疲软，但联号公司丰益国际明后两年可能会将中国业务分拆上市，可能会激励PPB集团派发特别股息。
http://www.enanyang.my/news/20181228/ppb集团br-今年财测下调4-9/
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