【行家论股】沙布拉能源(SAPNRG,5218,主板能源股) 负债激增至102亿
分析:丰隆投行研究
目标价:1仙
最新进展
得益于美元升值产生的外汇收益,PN17公司沙布拉能源(SAPNRG,5218,主板能源股)2023财年首季转盈9193万4000令吉。
截至4月杪首季,该公司录得8亿8608万1000令吉营业额,按年减少了39.75%。
沙布拉能源
行家建议
主要业务表现仍疲软,沙布拉能源首季核心亏损为2.03亿令吉,符合预期,我们和市场对该公司的全年净亏预测,分别为7.58亿令吉和5.801亿令吉。
截至4月底,该公司手持订单达83亿令吉,而正在竞标项目高达230亿令吉。
该公司首季的财务状况继续恶化,从去年末季的99亿令吉负债,激增至102亿令吉。
陷入PN17的公司将难以获得新资金,使现金流周转不灵,而无法赢得新订单。
另外,该公司近年来未展示出令人满意的业绩,反而是有工作交付和执行风险增加,以及项目成本超支加剧的迹象。
因此,我们认为中短期内要转亏为盈将是一项艰巨任务,该公司需更努力才能重返正轨。
综合以上,我们维持净亏预测、“卖出”评级,及1仙目标价。
沙布拉能源股价走势28/06/22
https://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%91%E6%B2%99%E5%B8%83%E6%8B%89%E8%83%BD%E6%BA%90-%E8%B4%9F%E5%80%BA%E6%BF%80%E5%A2%9E%E8%87%B3102%E4%BA%BF
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