星洲熱股評析
岸外服务挑战多．迪联第三季料无惊喜
2016-10-26 16:58
迪联虽持有29亿令吉订单在手，但因石油巨头持续削减资本开销，迪联第三季业绩相信难有太大突破，全年业绩料难以达标。
（吉隆坡26日讯）迪联（DELEUM，5132，主板贸服组）虽持有29亿令吉订单在手，但因石油巨头持续削减资本开销，迪联第三季业绩相信难有太大突破，全年业绩料难以达标。
全年料难达标
有鉴于此，MIDF研究决定下调2016和2017年财测35.4%和8.1%，并估计整体赚幅将低于原先预期。
MIDF研究在报告中说，虽然全球油价近期回弹，稳企每桶50美元以上，但因石油巨头继续削减营运开销，包括国家石油（Petronas），岸外服务领域依然充满挑战。
“有鉴于此，我们估计迪联第三季业绩最多符合或稍高于第二季业绩，第四季才有望在订单兑现刺激下反弹；不过总的来说，我们仍认为迪联无法达到我们原先设定的财测，所以决定将财测调低。”
不过，MIDF预见迪联可能从今年杪起迎来多项订单，如涉及上游维持、搭建、执行和优化工作的大马生产分享承包商合约就可能在今年杪发出，可能替迪联带来5亿令吉新订单。
现有29亿令吉订单，预计可让迪联再撑4年，长期盈利能见度仍有保障。
尽管MIDF重申迪联“买进”评级不变，目标价却降至1令吉25仙，相当于2017年10倍预估本益比。
文章来源：
星洲日报‧财经‧报道：李三宇‧2016.10.26
http://www.sinchew.com.my/node/1580953/%E5%B2%B8%E5%A4%96%E6%9C%8D%E5%8A%A1%E6%8C%91%E6%88%98%E5%A4%9A%EF%BC%8E%E8%BF%AA%E8%81%94%E7%AC%AC%E4%B8%89%E5%AD%A3%E6%96%99%E6%97%A0%E6%83%8A%E5%96%9C
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