哪些港口物流股价廉股美?
MR LAU问:能否分析港口物流股的前景?有哪些“价廉股美”的可推荐?
答:分析员认为,港口物流业面对全球贸易展望疲弱打击,整体行业前景偏向保守,尽管如此,依赖国内市场的业者仍有机会突围而出。
根据肯纳格研究早前的一份研究报告,世界贸易组织(WTO)早前将2022年全球贸易增长预测从4.7%下调至3%,并对2023年展望保持谨慎,预期仅可能增长3.4%。
然而,肯纳格认为,虽然外贸疲弱,但内需仍保持强稳,电子商务业也持续快速增长,国内物流业仍不失亮点。
行业专家预计,2022到2027年期间,国内电子商务业总商品量将以11%复合年增长率(CAGR)前进,市场规模可能从目前的1兆令吉提高到2025年的1.65兆令吉。
鉴于全球贸易前景疲弱,肯纳格维持港口物流业的“中和”评级,特别是对港口营运公司展望更是继续维持谨慎看法。
基于上述原因,该行将西港(WPRTS,5246,主板交通物流组)的2022及2023财政年盈利预测分别下调9%,目标价也从3令吉55仙降至3令吉40仙,并保持“符合大市”评级。
大马邮政(POS,4634,主板交通物流组)近期股价强劲回弹后,该行认为该公司业务仍无法迎来复苏,因此在维持55仙目标价之际,决定将评级由“符合大市”调低到“落后大市”。
肯纳格的行业首选股为民都鲁港口(BIPORT,5032,主板交通物流组)和SWIFT物流(SWIFT,5303,主板交通物流组),目标价分别是5令吉90仙和1令吉零1仙。
该行看好民都鲁港口可以应付全球贸易疲弱挑战,因为该公司多达50%盈利来自于大马液化天然气(Malaysia LNG),而其属下三马拉朱工业港口的展望也保持强稳。该行补充,如果民都鲁港口大幅调高港口服务费,该公司的盈利也会跟著增加。
至于SWIFT物流,该公司为国内运输市场领先业者,市场占有率逼近10%,而该公司的综合产品税前赚幅也高达10%,远胜同业平均的4%。
【本栏并无作出任何股票交易的建议,一切买卖盈亏自负,在采取投资行动前,请依本身的投资条件与情况,及向你的证券经纪咨询。】
https://www.sinchew.com.my/20221114/%E5%93%AA%E4%BA%9B%E6%B8%AF%E5%8F%A3%E7%89%A9%E6%B5%81%E8%82%A1%E4%BB%B7%E5%BB%89%E8%82%A1%E7%BE%8E%EF%BC%9F/
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