丰隆投行:11月检讨 YTL 4677 YTL CORPORATION BERHAD杨忠礼机构和 YTLPOWR 6742 YTL POWER INTERNATIONAL BHD杨忠礼电力可能纳入综指
(吉隆坡22日讯)丰隆投资银行指出,随着杨忠礼机构(YTL Corp Bhd)及其持股49%的杨忠礼电力(YTL Power International Bhd)市值上涨,提高了这两只股在11月检讨中被纳入富时隆综指的机会。
该研究机构今日在报告中写道,根据目前的市值,杨忠礼机构和杨忠礼电力皆排在第25位之上。如果得以持续,在11月检讨中,这两只股将自动列为综指股。
该机构对杨忠礼电力的前景依然乐观,未来3年的盈利可持续,部分因为该集团通过YTL PowerSeraya私人有限公司在新加坡进行的电力业务。
“由于电力市场吃紧,零售价格高企,以及长期液化天然气价格成本较低,PowerSeraya截至明年6月杪2024财政年的盈利料更强劲。”
此外,杨忠礼电力进军可再生能源领域和数字化领域的策略,符合政府的国家能源转型路线图(NETR)。
该集团计划在10年内建设500兆瓦的数据中心,投资额达150亿令吉。
“当资产成熟时,我们不排除该集团套现。”
丰隆投行指出,500兆瓦大型太阳能项目最终将为该集团的数据中心供应绿色能源。
“由于对绿色数据中心的需求日益增长,加上在NETR下向新加坡出口可再生能源的新机会,该业务的未来令人振奋。”
因此,该机构认为,杨忠礼电力目前的估值不高,而盈利和股息可能继续捎来惊喜。
丰隆投行维持该股的“买入”评级,目标价2.90令吉不变。
截稿时,年初至今飙涨2倍的杨忠礼电力下滑1仙或0.5%,报2.10令吉,市值达173亿令吉。
杨忠礼机构亦跌1仙或0.66%,挂1.51令吉,市值达166亿4000万令吉。今年来,攀涨了2.6倍。
丰隆投行没有给予杨忠礼机构评级,但认为其合理价为2.10令吉。
(编译:陈慧珊)
https://www.klsescreener.com/v2/news/view/1206515/node/683534
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丰隆投行:11月检讨 YTL 4677 YTL CORPORATION BERHAD杨忠礼机构和 YTLPOWR 6742 YTL POWER INTERNATIONAL BHD杨忠礼电力可能纳入综指