星洲熱股評析
越业务拖累净利．启顺展望审慎
2016-09-26 17:06
启顺造纸业首季净利遭越南业务拖累，加上消费情绪低靡及各种成本高涨，大众研究谨慎看待业绩展望。
（吉隆坡26日讯）启顺造纸业（NTPM，5066，主板消费品组）首季净利遭越南业务拖累，加上消费情绪低靡及各种成本高涨，大众研究谨慎看待业绩展望。
大众表示，该公司首季营业额虽然取得5.6%涨幅，惟越南业务却拖累净利下跌27.4%。
该公司首季营业额与净利各报1亿5143万1000令吉及838万1000令吉，该营业额与净利仅符合大众全年财测的21%及13%。
不过，大众说，越南业务刚设立，成本开销会比较高，并预期越南业务可在2018财政年取得收支平衡。
大众认为，除了消费情绪走低外，该公司也面对各种挑战，主要是来自电力与天然气调涨，今年1月1日起两者各起4.6%及17.2%。
7月1日起，最低薪金制落实，西马与东马的最低薪金制各涨10%及15%，报1000令吉及920令吉，此外，外汇波动也加剧了该公司的制造成本。
大众表示，该公司管理层针对成本控制已经有了方案，并预期可提升公司未来表现。
综合上述看法，大众决定维持该公司“中和”评级及88仙目标价不变，2017财政年的每股净利预期为6.3仙及14倍本益比。
文章来源：
星洲日报‧财经‧报道：谢汪潮‧2016.09.26
http://www.sinchew.com.my/node/1571083/%E8%B6%8A%E4%B8%9A%E5%8A%A1%E6%8B%96%E7%B4%AF%E5%87%80%E5%88%A9%EF%BC%8E%E5%90%AF%E9%A1%BA%E5%B1%95%E6%9C%9B%E5%AE%A1%E6%85%8E
Related Stocks
| Chart | Stock Name | Last | Change | Volume |
|---|
Market Buzz
More articles on 星洲熱股評析
Discussions
Be the first to like this. Showing 0 of 0 comments
Post a Comment
Featured Posts
Latest Videos
MQ Trading Signals
Time
Signal
Duration
Type
2024-11-22 16:00:00
EMA 5
5 Mins
SELL
2024-11-22 16:00:00
ADX
5 Mins
SELL
2024-11-22 16:00:00
EMA 5
30 Mins
SELL
2024-11-22 16:00:00
EMA 5
10 Mins
SELL
2024-11-22 16:00:00
ADX
10 Mins
SELL
Apps
Top Articles
2
3
BFM Podcast
4
5
BFM Podcast
6
Axcapital's investment blog
KAB - Executing its way to a record quarter. Could more Petronas contracts be coming?
7
Koon Yew Yin's Blog
CPO price is rising rapidly as shown by chart below - Koon Yew Yin
8
Mercury Securities Research
#
Stock
Score
Daily Stocks
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
Featured Advertisers / Partners
Ride The Bull Short The Bear
CS Tan
4.9 / 5.0
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
