南洋行家论股
贺特佳 今年财测下调2%
目标价：4.85令吉
最新进展：
贺特佳（HARTA，5168，主板保健股）在过去6个月，交货时间已经从60至70天，缩短到30至45天。
手套综合制造广场（NGC）第五厂房中，有6条生产线开始运作，另6条会在今年中前逐步启用。第六厂房的建筑工程已经开始，第七厂房预计会在5月动工。
这三座厂房将带来121亿只产能，能将每年总产能提高27%至446亿只。
行家建议：
从交货时间缩短来看，市场需求已经放缓。
加上市场竞争的压力，以及同行积极提高产能，恐导致平均销售价萎缩，相信贺特佳未来两个季度的业绩将放缓。
平均销售价预测走低，促使我们将2019财年的净利预估下调2%，2020财年预估则调降5%。
目标价也从5.15令吉，下修至4.85令吉，相等今年32倍的本益比。
我们相信，目前的估值已经纳入了所有负面因素，惟短中期内仍缺乏能提振股价的催化剂，维持“跟随大市”评级。
http://www.enanyang.my/news/20190319/贺特佳-今年财测下调2/
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