Singapore Investment
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分析:丰隆投行研究
目标价:65仙
最新进展
布米阿马达(ARMADA,5210,主板能源股)2020财年第三季,净利按年下跌44.2%,至8561万9000令吉;营业额为5亿6443万7000令吉,年增6.9%。
首9个月营业额年扬10.85%,至17亿2385万2000令吉,但却转亏1857万5000令吉。
行家建议
剔除单次亏损项目后,布米阿马达第三季核心净利年增6.3%,至9670万令吉,将首9个月表现推高至3亿370万令吉,超出预期,占我们和市场全年预测的93%与83%。
我们相信,浮式生产储卸油轮(FPSO)业务的表现在接下来的季度会保持良好,因为合约价值不受油价波动影响。
不过,岸外海事服务(OMS)业务估计会继续疲弱,因为岸外支援船领域展望低迷。
考量到FPSO业务强劲盈利贡献,我们上调本财年盈利预测19%,并上修明后财年预测15%与14%。
另外,该公司净负债率在第三季下降至2.6倍,接下来估计会继续降低,而首9个月营运现金流按年改善19.4%,我们认为在还债方面没问题;明年5月有一笔6亿5600万令吉短期无抵押贷款将到期。
我们维持“买入”评级,并调高目标价至65仙,等同2021财年本益比10倍。
https://www.enanyang.my/行家论股/【行家论股视频】布米阿马达-fpso续撑下季业绩