Singapore Investment
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分析：兴业投行研究
目标价：3.00令吉
最新进展：
来百利（RUBEREX，7803 ，主板工业股）在2020财年第三季，净利飙升11.7倍，至3951万5000令吉。
当季营业额按年大起75.2%，录得1亿902万8000令吉。
首3季来看，该公司净赚7173万8000令吉，按年激增8.6倍；营业额报2亿6355万9000令吉，年涨56.6%。
该公司以1139万133令吉，收购霹雳的两片租赁地契土地，主要扩大制造和销售丁晴一次性手套的业务。
行家建议：
首9月核心净利7170万令吉，占我们全年预测的52%，算是符合预期，因为末季业绩料强劲，主要是平均售价走高和新厂房会开始贡献盈利。
该公司年产能为15亿只的厂房已经竣工，5条生产线中的首两条已经投运，因此该厂房料在11月开始贡献盈利；12月时估计会全面运作。
由于产量和平均售价提升，我们预计末季盈利会按季走高。
https://youtu.be/4mQ220glRNQ
丁腈手套业务方面，年产能将从目前的10亿，大增1.5倍至25亿只。 新厂房会在2021财年全面贡献盈利，激励该公司的前景向好。
另外，我们也看好来百利收购霹雳土地的举措，但暂时维持盈利预估，静待扩充计划的细节。
我们维持“买入”评级，及按照折扣现金流（DCF）估值法，维持3令吉目标价，意味着股价还有46%上涨空间，下财年周息率为7%。
https://www.enanyang.my/行家论股/【行家论股视频】来百利-股价上涨空间46
