【行家论股】MYNEWS控股(MYNEWS,5275,主板消费股) 扩张或有资金挑战
分析:肯纳格投行研究
目标价:1.00令吉
最新进展:
MYNEWS控股(MYNEWS,5275,主板消费股)2022财政年末季亏889万令吉,较上财年同季净亏577万令吉恶化。
同时,营收按年下滑10%至1亿408万令吉。
全年来看,累积净亏达4307万令吉,比上一年的亏损984万令吉严重;累积营收也萎缩18%,报4亿59万令吉。
行家建议:
由于行动管控措施一直持续至10月份,MYNEWS控股末季和全年核心净亏都比预期严重。
随着我国进入国家复苏第四阶段,使公司可以加快开设更多CU便利店,并有望在今年实现50家新店目标。
同时,公司也准备在明年开设约200家的MYNEWS和CU便利店。
然而,由于现金流疲弱,我们认为便利店扩张可能是一个拖累,或将面临资金挑战。
另外,开设新CU便利店的进度可能会放慢,食品加工中心(FPC)可能需要更长的时间来达到收支平衡。
无论如何,我们依然将2022财年盈利预测上调至2000万令吉,因为预计赚幅将改善50个基点,便利店数量将净增加130家,以及平均销售增长将达25%。
同时,目标价也随之上调10仙至1令吉,考虑到公司股价近期走势疲软,上调评级至“超越大市”。
MYNEWS控股股价走势
http://www.enanyang.my/%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1/%E3%80%90%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1%E8%A7%86%E9%A2%91%E3%80%91mynews%E6%8E%A7%E8%82%A1-%E6%89%A9%E5%BC%A0%E6%88%96%E6%9C%89%E8%B5%84%E9%87%91%E6%8C%91%E6%88%98
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