南洋行家论股

【行家论股/视频】布米阿马达 FPSO续撑下季业绩

Tan KW
Publish date: Fri, 20 Nov 2020, 10:01 PM
Tan KW
0 495,565
南洋行家论股

https://youtu.be/OnFLFdR5P4c

分析:丰隆投行研究

目标价:65仙

最新进展

布米阿马达(ARMADA,5210,主板能源股)2020财年第三季,净利按年下跌44.2%,至8561万9000令吉;营业额为5亿6443万7000令吉,年增6.9%。

首9个月营业额年扬10.85%,至17亿2385万2000令吉,但却转亏1857万5000令吉。

 

行家建议

剔除单次亏损项目后,布米阿马达第三季核心净利年增6.3%,至9670万令吉,将首9个月表现推高至3亿370万令吉,超出预期,占我们和市场全年预测的93%与83%。

我们相信,浮式生产储卸油轮(FPSO)业务的表现在接下来的季度会保持良好,因为合约价值不受油价波动影响。

不过,岸外海事服务(OMS)业务估计会继续疲弱,因为岸外支援船领域展望低迷。

考量到FPSO业务强劲盈利贡献,我们上调本财年盈利预测19%,并上修明后财年预测15%与14%。

另外,该公司净负债率在第三季下降至2.6倍,接下来估计会继续降低,而首9个月营运现金流按年改善19.4%,我们认为在还债方面没问题;明年5月有一笔6亿5600万令吉短期无抵押贷款将到期。

我们维持“买入”评级,并调高目标价至65仙,等同2021财年本益比10倍。

 

 

https://www.enanyang.my/行家论股/【行家论股视频】布米阿马达-fpso续撑下季业绩

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probability

Under NHS England’s draft covid-19 vaccine deployment programme, which was outlined in a leaked document dated 13 November seen by HSJ, most doses of the potential vaccine would be administered between early January and mid-March, at a rate of between 4 and 5 million each week.

The vaccinations would take place at thousands of “community mass vaccination sites” arranged by local GPs, with additional “large scale mass vaccination centres” in stadiums and conference centres. Priority will be given to healthcare workers and care home residents who would start to be vaccinated in early December, followed by people aged 80 and above, those in their seventies and those in their late sixties.

Read more: https://www.newscientist.com/article/2237475-covid-19-news-nhs-drafts-plan-to-vaccinate-adults-in-england-by-april/#ixzz6eRCQ0knK


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4-5 million per week? by April covid war is 100% over looks like

2020-11-21 21:59

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