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分析:大华继显研究
目标价:3.00令吉
最新进展:
Mr. DIY(MRDIY,5296,主板消费股)上市至今,股价共涨了46%。
目前,该公司的市值为146亿令吉,在截至本月21日的马股市值榜单中,位居第33名。

行家建议:
我们认为,Mr. DIY今年末季的盈利至少会持平,但已经是令人赞叹的表现,因为自10月14日起多州属落实了有条件行动管控令。
此外,单单第三季盈利就已经达到首半年水平,因此,末季盈利料超出市场预期至少10%。
市场对必需类产品的稳健需求,加上该公司将开设37间新分店,及节庆和学校假期时的季节性需求的利好因素,将带动该公司盈利走稳。
尽管大马中部地区(雪州、吉隆坡和布城)的城市化和收入水平都有提高,但该公司在东马的每分店年收入高达450万令吉,比中马地区的390万令吉,高出15%。
https://youtu.be/WUUo2uPvH8w
这意味着该公司在城市以外的地区,还有足够的业务增长空间,加上分店拓展计划和强劲的同店销售增长率,3年的营收年均复增(CAGR)料达23.8%。
我们将今年的净利预估调高6%,明后年各别上修9%,因为预计每分店收入和赚幅会走高。
维持“买入”评级,但将原本的2.40令吉目标价,上调至3令吉,等同35倍的本益比。
若我们给予的3令吉目标价可期,该公司市值料达188亿令吉,Mr. DIY便有望加入综指成分股的行列。

https://www.enanyang.my/行家论股/【行家论股视频】mr-diy-有望纳入综指股