【行家论股/视频】双威长期发展看俏 | I3investor

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南洋行家论股

【行家论股/视频】双威长期发展看俏

Tan KW

Publish date: Wed, 19 Jan 2022, 10:40 PM

https://youtu.be/7WBPQUilpAs

分析：大马投行研究

目标价：2.21令吉

最新进展

双威（SUNWAY，5211，主板工业股）在2021年的房产销售达到26亿令吉，超越原定目标22亿令吉约16%之余，按年增长92%。

同时，上述销售额也打破双威过往记录。

行家建议

双威2021财政年业绩将在下月出炉，而我们目前维持盈利预测，尽管该公司的全年房产销售已超越目标。

我们估计，末季收入将占据全年净利的41%。回顾历史，过去两年的末季盈利均最强劲，分别占全年净利的37%和48%。

全年销售如此强劲，归功于新加坡项目的贡献，但受大马财务报告准则15（MFRS15）影响，最早也得在2022财年才能认列盈利。

展望未来，双威计划在2022财年推出总值23亿令吉的项目，按年减少28%。同时将销售目标设在22亿令吉，按年下降16%。

其中，国内项目将占据上述目标的59%；新加坡和中国则个别占29%及12%。

对于拥屋计划（HOC）不延续、原料成本涨高之事，双威保持中和态度。原料价格带来的税前赚幅冲击低于2%。

另一边厢，封锁措施对于休闲、酒店、零售业务的冲击，部分已被办公室业务缓冲。

考量到双威未入账销售达38亿令吉、建筑业务未完成订单有47亿令吉等，我们乐观看待该公司长期发展。

因此，维持“买入”评级，目标价也定在2.21令吉。

双威股价走势19/01/22

https://www.enanyang.my/行家论股/【行家论股视频】双威-长期发展看俏

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