星洲熱股評析
竞争激烈．迪联展望更严峻
2016-11-02 09:19
由于缺乏新上游工程，加上市场竞争激烈，迪联进入2017年后展望料更严峻，大华继显研究下砍其3年财测42%至68%之间，评级也降至“卖出”。
（吉隆坡1日讯）由于缺乏新上游工程，加上市场竞争激烈，迪联（DELEUM，5132，主板贸服组）进入2017年后展望料更严峻，大华继显研究下砍其3年财测42%至68%之间，评级也降至“卖出”。
大华继显在报告中称，由于市场展望不明朗，迪联管理层对未来的看法已转为保守，主要因国家石油（Petronas）将继续专注发展下游业务，并继续削减成本，暗示领域竞争将更激烈。
“调查显示油气公司正逐渐放弃无利可图的业务，如探勘支援服务，并把重心转移至能带来经常性收入的生产和维持服务市场，这正是迪联主要业务市场，因此相信该公司往后将面对更大竞争。”
由于欠缺新订单，大华继显预测迪联目前持有的订单已减剩28至29亿令吉，低于去年杪的31亿令吉，盈利能见度转弱，更何况赚幅同时受压。
有鉴于此，大华继显下砍迪联目标价至85仙，认为过往撑起股价的4至9%高周息率已不复存在，因以50%派息率计算，2017年预估周息率只有2.5%。
股价：85仙
总股本：4亿股
市值：3亿4000万令吉
30天日均成交量：15万股
最新季度营业额：1亿1624万3000吉
最新季度盈亏：净利733万8000令吉
每股净资产：73仙
本益比：13.17倍
周息率：4.36%
文章来源：
星洲日报‧财经‧2016.11.02http://www.sinchew.com.my/node/1582789/%E7%AB%9E%E4%BA%89%E6%BF%80%E7%83%88%EF%BC%8E%E8%BF%AA%E8%81%94%E5%B1%95%E6%9C%9B%E6%9B%B4%E4%B8%A5%E5%B3%BB
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