【行家论股】双威 PDC若终止冲击净利 | I3investor

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南洋行家论股

【行家论股】双威 PDC若终止冲击净利

Tan KW

Publish date: Wed, 18 Oct 2023, 07:34 PM

分析：马银行投行研究

目标价：1.92令吉

最新进展：

根据本地媒体报道，槟城发展机构（PDC）已决定，终止与双威（SUNWAY，5211，主板工业股）持股70%子公司--Umech Land私人有限公司（ULSB）联合发展峇都加湾工业园2号（BKIP2）的协议。

根据原定协议，PDC将提供面积为559英亩的土地，而ULSB则将开发价值约35亿令吉的工业园项目。

双威 SUNWAY

行家建议：

若PDC终止合作的消息属实，双威可能会在2023财政年里，蒙受2300万令吉至8800万令吉不等的损失，占我们原有全年净利预期的3%至12%。

至今，上述土地交易为双威带来8800万令吉的成本。其中2330万令吉注资入ULSB，换取后者的70%股权，而剩余的6460万令吉，则支付给PDC作为履约抵押金。

我们认为，双威或许无法完全收回相关成本，尤其是已经注入ULSB的2330万令吉。

此外，事件也可能损害双威的声誉，无论如何，双威已发文告指出，该公司仍未收到PDC发出的正式协议终止通知书。

在终止合作后，PDC将会征求发展计划书，寻求新的合作方案开发峇都加湾工业园2号。我们了解到，双威有意再度竞标上述工业园计划。

综合来说，我们将该股评级保持在“守住”，目标价也维持在1.92令吉。

双威股价走势18/10/23

https://www.enanyang.my/行家论股/【行家论股】双威-pdc若终止冲击净利

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