南洋行家论股
【行家论股】联熹控股 未来有2催化剂
分析：兴业投行研究
目标价：55仙
最新进展
联熹控股（RANHILL，5272，主板公用事业股）旗下水务公司联熹SAJ，于近年1月1日起，调高非住宅用户水费，调高幅度介于6至10%。
这是2015年之后，该公司再一次调高水费。
行家建议
联熹SAJ是根据政府早前的宪报，调高了西马及纳闽非住宅和特定组别用户水费；在调高水费之后，预计为联熹控股2023财年，带来额外3000万至5000万令吉营收，这相当于至少15%的净利增长。
若从去年8月宪报之后就开始调整，预计还可以为2022财年追加1000万至2000万令吉营收，以及10至20%预测净利增长。
但是否追溯此时段的水费，仍有待管理层进一步说明，因此，我们尚未纳入预测。
联熹控股未来还有两项催化剂，该公司主导的财团，已获得印尼一项水务项目合约的优先竞标权，目前，该项目正进行可行性研究。
该公司也有望获得沙巴东海岸的一个发电厂项目合约。
我们看好联熹控股的涨势可以持续，根据根据分类加总估值法，目标价设在55仙，评级为“买入”。
https://www.enanyang.my/行家论股/【行家论股】联熹控股-未来有2催化剂
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