【行家论股】UEM阳光(UEMS,5148,主板产业股)柔佛经济带旺前景
分析:兴业投行研究
目标价:70仙
最新进展:
随着柔新捷运系统(RTS)进度已达36%,加上隆新高铁(HSR)项目有望重启,柔佛依斯干达的产业市场前景看俏。
而作为柔佛依斯干达主要开发商之一的UEM阳光(UEMS,5148,主板产业股),有望成为主要受益者。
UEM阳光
行家建议:
UEM阳光在柔佛拥有7877英亩土地,占其地库的92%,料可作为反映该区产业市场复苏的最佳代表。
根据我们最近访问柔佛期间,观察到当地产业市场变得更加活跃,特别是在武吉查卡捷运站(Bukit Chagar RTS Station)周边地区。
我们了解到,一些项目从推出到入住涨了50%,而一些新推出的项目每平方尺售价高达1000至1200令吉,销售情况也良好。
另外,隆新高铁的“复活”,除了有助提振短期市场情绪,在长期也可刺激路线周边柔佛小型城镇的开发。
若是之前设定的依斯干达站得以保留,在Gerbang Nusajaya拥有的2461英亩土地的UEM阳光可从中受益。
我们将评级上调至“买入”,目标价从28仙大幅上调至70仙。
需强调的是,目标价大幅上调,是根据2015至2018年间的估值水平,即隆新高铁宣布后以及第14届大选政府更迭之前。
UEM阳光股价走势
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%E3%80%91uem%E9%98%B3%E5%85%89%E6%9F%94%E4%BD%9B%E7%BB%8F%E6%B5%8E%E5%B8%A6%E6%97%BA%E5%89%8D%E6%99%AF
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