齐力工业(PMETAL,8869,主板工业产品服务组)26日公布业绩 净利料2.75亿创新高
(吉隆坡19日讯)齐力工业(PMETAL,8869,主板工业产品服务组)料在下周五(26日)公布2021财政年第三季财报,获分析员看好净利有望创新高记录,至少可年增125%报2亿7500万令吉。
丰隆研究分析员今日在报告指出,相信该公司第三季净利将介于2亿5000万至3亿令吉,连带也将推动首9个月核心净利较前期的3亿1500万令吉倍增,录得介于7亿3600万至7亿6100万令吉。
“基于伦敦金属交易所铝价现价今年第三季期间平均企稳在每公吨2652美元(约1万1038令吉),比起去年同期每公吨为1742美元(约7251令吉),加上在砂拉越Samalaju工业园第三阶段产能进一步提升,因而推高齐力工业第三季净利。”
该行披露,首9个月净利(预期介于7亿3600万至7亿6100万令吉)预示按年增长介于134至142%,将占全年净利预估的66至69%。
“我们看好齐力工业末季表现,尤其Samalaju工业园厂房10月已全面投运、铝价持续攀升,及持股25%的印尼PT Bintan首阶段氧化铝精炼厂额外贡献净利,相信全年财报可符合预期。”
丰隆研究基于铝价将分别取得每公吨2550、3150及3250美元(1万零614、1万3111及1万3527令吉)的卖价,维持该公司2021至2023财政年净利预估,另外也维持氧化铝成本预期在16%。
“我们也预测,齐力工业2021及2022财政年核心税后归属股东盈利(PATMI)将分别显著攀高130%及116%,各录得11亿及24亿令吉,这,这等同净利123%的复合年均成长率(CAGR),在我们看来这对大型上市公司而言并不常见。”
分析员维持该公司“买进”投资评级,目标价7令吉42仙,相等于2022财政年每股盈利(13.7仙)本益比的25倍,也符合3年本益比历史中值。
“我们或会调高给予齐力工业的本益比预估,因该公司值得更高估值,以反映(一)与砂拉越能源公司签署15至25年购电协议,享有良好能源成本框架、(二)国内缺乏可借机投资铝价溢价的成长型大资本股,及(三)使用水力发电且低碳排放的冶炼厂,进一步强化环境、社会与企业监管(ESG)守则获投资者喜爱。”
https://www.sinchew.com.my/20211120/%E9%BD%90%E5%8A%9B%E5%B7%A5%E4%B8%9A26%E6%97%A5%E5%85%AC%E5%B8%83%E4%B8%9A%E7%BB%A9-%E5%87%80%E5%88%A9%E6%96%992-75%E4%BA%BF%E5%88%9B%E6%96%B0%E9%AB%98/
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