◤谈股论市◢ 经济复苏渐明朗 Pestech目标价获上调

Chinapress Thu, Feb 18, 2021 03:40am - 3 years View Original


券商 :肯纳格投银研究
投资建议 :跑赢大市
目标价 :1.46令吉
闭市价 :1.33令吉(截至2月17日)
每股盈利 :9.7仙(2021财年估计)
本益比 :13.8倍(2021财年估计)
股息收益率 :0.7%(2021财年估计)



虽然Pestech国际(PESTECH,5219,主要板工业)短期内来自电动汽车的收益不大,但随着疫苗接种阶段提高经济复苏的确定性,估值重算后,该公司目标价获上调,维持跑赢大市投资评级。

电动汽车(EV)虽是现在的趋势,但由于与国家能源(TENAGA,5347,主要板公用事业)全资子公司TNBX有限公司合作的提供智能电子表与充电站的计划,是由TNBX推行,而非Pestech国际,因此短期内对Pestech国际收益影响不大。

此外,尽管新获得的Electricite Du Cambodge合约相当正面,但却因斐济合约取消所抵消,因此该行暂时保持现有预测 。

不过,由于全球处于疫苗接种阶段,提高了经济复苏的确定性,该行根据Pestech国际3年本益比平均数为13.8倍重新计算,将其目标价从1.15令吉上修至1.46令吉。

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Related Stocks

PESTECH 0.165
TENAGA 13.640

Comments

Dan Danne
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Pestech main biz was electrical distribution and power transfer cable project, they also produce EV charger station, but the percentage of market in Malaysia is very less, TNB is the competitor. I assume Pestech share price will continue make progress if Cambodia power project can be maintain long term without happening of cancellation issue.
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Chong Kar Wei
Like · Reply
why pestech still down although DnO already up. they both do EV rigth?

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