【行家论股/视频】双威业务多元可渡难关 | I3investor

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南洋行家论股

【行家论股/视频】双威业务多元可渡难关

Tan KW

Publish date: Wed, 13 Jul 2022, 07:49 AM

分析：兴业投行研究

目标价：2.06令吉

最新进展

双威（SUNWAY，5211，主板工业股）管理层透露，旗下关键的产业发展、产业投资和建筑业务，盈利表现应该能在今年改善。

不过，贸易与制造、采矿和建材业务仍会疲弱，因为复苏需求较慢、成本压力，及中国封锁造成的供应中断。所幸，这三个业务对总盈利贡献不大，疫前也只占10%到12%。

槟城双威嘉年华广场（Sunway Carnival）

行家建议

在近期与双威财务总监线上会面后，我们相信公司稳健基本面和多元化业务模式，可渡过这段艰难时期。

同时，三大核心业务盈利改善，很可能抵消非核心业务的疲弱。

商场业务方面，近期开张的槟城双威嘉年华广场（Sunway Carnival）新阶段，可让净出租面积翻倍至100万平方英尺，且在开张前出租率就达80%。

由于当中许多品牌商店是在槟城首次设分行，加上附近缺乏类似规模的商场，我们认为该商场会很受欢迎。

至于产业业务，鉴于首季已录得4.47亿令吉新销售，产业需求可能随着升息而转弱，全年22亿令吉销售目标恐面对下行风险。

另外，随着建材涨价和需用疲弱令吉采购新医疗设备，新医院建造费用会有些许上涨，但管理层称工程由子公司负责，故成本上涨幅度应该可在控制范围内。

我们维持“买入”评级和2.06令吉目标价。

双威股价走势12/07/22

https://www.enanyang.my/行家论股/【行家论股视频】双威-业务多元可渡难关

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