星洲熱股評析
抢输土地．财测下调．家盟吉短空长多
016-09-19 16:41
家盟吉财力不如人，抢输雪州依约470英亩土地，遭艾芬黄氏研究下调今明财政年每股盈利7至12%，但未来盈利前景仍有望获潜在彭亨行政综合大楼工程，以及发展总值达18亿令吉的One Jesselton综合发展计划支撑。
（吉隆坡19日讯）家盟吉（GBGAQRS，5226，主板建筑组）财力不如人，抢输雪州依约470英亩土地，遭艾芬黄氏研究下调今明财政年每股盈利7至12%，但未来盈利前景仍有望获潜在彭亨行政综合大楼工程，以及发展总值达18亿令吉的One Jesselton综合发展计划支撑。
林木生集团（LBS，5789，主板产业组）子公司Kemudi Ehsan私人有限公司（KESB），以及雪州发展机构（PKNS）旗下子公司Worldwide产业管理私人有限公司因给出更高的签约金，成功抢赢家盟吉，夺下雪州依约470英亩土地。
有鉴于此，艾芬黄氏研究在剔除雪州计划贡献，以及家盟吉现洽商的另一可负担产业发展计划前景不明朗后，下调其2017至2018财政年每股盈利7至12%。
“同时，我们也将雪州潜在工程贡献进行剔除，每股重估净资产值（RNAV）从1令吉54仙下调至1令吉44仙。以目标价比RNAV折价10%来算，我们下调目标价从1令吉38仙至1令吉30仙。”
维持“买进”评级
不过，艾芬黄氏研究说，家盟吉现有股价出现调整，将为投资者带来趁低吸纳机会，因此维持其“买进”评级，潜在催化因素包括可能攫得总值3亿2000万令吉彭亨行政综合大楼工程，以及发展总值达18亿令吉的One Jesselton综合发展计划将获得最后批准。
文章来源：
星洲日报‧财经‧报道：洪建文‧2016.09.19
http://www.sinchew.com.my/node/1568728/%E6%8A%A2%E8%BE%93%E5%9C%9F%E5%9C%B0%EF%BC%8E%E8%B4%A2%E6%B5%8B%E4%B8%8B%E8%B0%83%EF%BC%8E%E5%AE%B6%E7%9B%9F%E5%90%89%E7%9F%AD%E7%A9%BA%E9%95%BF%E5%A4%9A
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