南洋行家论股
【行家论股】云升控股 融资走高财测下调
分析：兴业投行研究
目标价：3.29令吉
最新进展：
云升控股（YINSON，7293，主板能源股）在浮式储卸生产油船（FPSO）工程收入下降的情况下，2025财政年次季（截至7月底）净利同比萎缩11.74%，至2亿300万令吉。
同时，云升控股次季营业额同比下挫31.19%，至21亿4200万令吉。
行家建议：
2025财年上半年核心净利为2亿3000万令吉，同比增44%，占全年净利预测的39%，我们仍视为符合预期，因为预计下半年会更强劲。
这主要得益于Anna Nery号自2023年5月首次产油后的全面贡献，营运开支降低，和绿色科技表现良好，也为业绩提供支撑。
Maria Quitera和Atlanta这两艘FPSO，分别预计在10月和12月产油，而Agogo号也预计在2026年末季产油。
另外，全球的FPSO需求依然强劲，且云升仍在积极竞标新项目。同时，目前处于有利的卖方市场，云升将会在2年内稳步推进新项目发展。
云升现金流强劲，依旧承诺股息，并预测未来5年的复合增长率可以达到30%。
不过，基于融资成本走高加上令吉走强，我们将明后财年的净利预测，分别下调10%与3%，目标价也从3.32令吉，微降至3.29令吉，维持“买入”评级。
https://www.enanyang.my/行家论股/【行家论股】云升控股-融资走高财测下调
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