【行家论股】国家能源有意派发更高股息 | I3investor

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南洋行家论股

【行家论股】国家能源有意派发更高股息

Tan KW

Publish date: Mon, 16 Jan 2023, 06:33 PM

分析：联昌国际投行研究

目标价：13.60令吉

最新进展：

政府在未来6个月内，维持国家能源（TENAGA，5347，主板公用事业股）的发电成本转嫁机制（ICPT）。

在此ICPT下，国内用户继续获得每千瓦时2仙的电费折扣；非本地用户需要缴交每千瓦时3.7仙至20仙不等的附加费。

行家建议：

在出席和国家能源管理层会议之后，我们正面看待ICPT获得维持的决定。

需缴交20仙附加费的用户，主要集中在零售、酒店、钢铁、油气、电子、玻璃，和矿业领域；这10%的客户，贡献了高达46%的国能电力销售。

而且这些用户通常都会准时缴交电费，因此新措施料不会增加国能的呆账拨备。

此次的ICPT成本预算为162亿令吉，政府将补贴108亿令吉；考虑到原油价格目前已经稳定，我们预计最终开销将低于预算。

国能也重申会维持30至60%的派息率；我们了解到，这家垄断半岛配电业务的公司，有意派发较高的股息。

我们因此预计，国能未来3年的周息率可以达到5%之多，很具吸引力。

综合上述，维持13.60令吉目标价，重申“买入”评级。

国家能源股价走势

https://www.enanyang.my/行家论股/【行家论股】国家能源-有意派发更高股息

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