【行家论股】马拉卡(MALAKOF,5264 ,主板公用事业股) 自然花乐成主要支柱
分析:大华继显投行研究
目标价:1.05令吉
最新进展:
马拉卡(MALAKOF,5264 ,主板公用事业股)预计,旗下自然花乐(Alam Flora)业务将在2022财年继续带来强劲表现。
该公司表示,随着经济重新开放,垃圾收集量增加、营运支出效率提高、扩大非特许经营业务,如工业固体废物收集、综合设施管理、公共清理和垃圾填埋等管理,将推高该业务的营收。
行家建议:
我们近期与马拉卡进行会谈,了解到公司旗下的丹绒斌能源(TBE)在2022财年首半年将有疲软的表现,主要是涡轮叶片损坏,并将对该财年首季盈利带来不利影响。
不过,预计TBE将在下半年恢复良好运作,主要是会在下半年替换涡轮叶片。
另外,我们认为,自然花乐的强劲表现,以及丹绒斌电力(TBP)的天然气使用量适度增加,将有助于抵消TBE带来的不利影响。
同时,自然花乐还有一个关键的重估催化剂,即所收费率可能将有所上调。
此外,马拉卡还提供了8%的诱人周息率,且股票价格比五年均值低两个标准差。
综合以上,维持“买入”评级,和目标价1.05令吉。
马拉卡股价走势 20/4/22
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%E9%A9%AC%E6%8B%89%E5%8D%A1-%E8%87%AA%E7%84%B6%E8%8A%B1%E4%B9%90%E6%88%90%E4%B8%BB%E8%A6%81%E6%94%AF%E6%9F%B1
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