南洋行家论股
【行家论股】云升控股 近46亿新合约快到手
分析：肯纳格投行研究
目标价：3.15令吉
最新进展：
云升控股（YINSON，7293，主板能源股）2023财年次季录得16亿2000万令吉营业额，按年增长了53.7%；净利则增长13.49%，净赚1亿4300万令吉，并派发每股1仙股息。
在与巴西石油（Petrobas），以及巴西Enauta Energia的浮式生产储卸油船（FPSO）供应合约开始执行之后，核心的岸外生产和岸外船舶业务营收持续录得增长。
行家建议：
云升控股2023财年上半年的核心净利达到2亿5000万令吉，达到我们和市场全年预测的60%及61%，超越预期。
表现出色的原因，主要在于FPSO Atlanta投入运作之后，工程、采购、建筑、装置及启动（EPCIC）业务盈利强劲所致。
FPSO Maria Quiteria同样也作出了贡献，这抵消了FPSO Anna Nery项目接近完结而营收下降的影响。
据报道，云升控股是安哥拉岸外Eni's Agogo项目的领跑者，我们预计有关项目在未来数个月内就将颁发。
该公司同时也正在和BP石油，就安哥拉另一处岸外项目展开独家谈判，不过预料明年才有定案。
我们已经将预期会赢得的新项目计入估值当中，预料总值将达10亿美元（约45.69亿令吉），拥有13%的内部收益率（IRR），以及资本成本加权平均（WACC）为6%。
我们继续看好云升控股，维持“超越大市”评级，目标价调高至3.15令吉。
https://www.enanyang.my/行家论股/【行家论股】云升控股-近46亿新合约快到手
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