AEON 6599 QUARTERLY REPORT 31 MARCH 2018
Quarterly Report Review:
收入增加是因为新商场在去年九月开幕促使盈利提升。
现金从七千八百多万减少至四千六百多万。
长期借贷从一亿五千多万减少至一亿三千多万。
短期借贷从七千八百多万减少至七千七百多万。
季报里说明国内的经济预计会有5.5%的增长来自于消费者和生产者的推动。
该集团将持续使用适当的定价策略和营运效率来保持核心业务。
该集团预计商场的出租率将保持稳定。
Reference Price:
24.05.2018
Price: RM 2.30
Rolling EPS: RM 0.0724
PE: 31.77
NTA: RM 1.41
Price/NTA: 1.63
PE*Price/NTA: 51.82
Undervalued: RM 1.14
Fair Value: RM 1.52
Overvalued: RM 2.28
Disclaimer:
The information contained in this research is based on data obtained from sources believed to be reliable. However, the data and/or sources have not been independently verified and as such, no representation, express or implied, is made as to the accuracy, adequacy, completeness or reliability of the info or opinions in the research.
Accordingly, neither 以牛攻熊 nor any of its related companies and associates nor person connected to it accept any liability whatsoever for any direct, indirect or consequential losses (including loss of profits) or damages that may arise from the use or reliance on the info or opinions in this publication. Any information, opinions or recommendations contained herein are subject to change at any time without prior notice. 以牛攻熊 has no obligation to update its opinion or the information in this research.
Investors are advised to make their own independent evaluation of the info contained in this research and seek independent financial, legal or other advice regarding the appropriateness of investing in any securities or the investment strategies discussed or recommended in this research. Nothing in this research constitutes investment, legal, accounting or tax advice or a representation that any investment or strategy is suitable or appropriate to your individual circumstances or otherwise represent a personal recommendation to you.
This research is being supplied to you on a strictly confidential basis solely for your information and is made strictly on the basis that it will remain confidential. All materials presented in this research, unless specifically indicated otherwise, is under copyright to 以牛攻熊. This research and its contents may not be reproduced, stored in a retrieval system, redistributed, transmitted or passed on, directly or indirectly, to any person or published in whole or in part, or altered in any way, for any purpose.
This research may provide the addresses of, or contain hyperlinks to, websites. 以牛攻熊 takes no responsibility for the content contained therein. Such addresses or hyperlinks (including addresses or hyperlinks to 以牛攻熊 own site material) are provided solely for your convenience. The information and the content of the linked site do not in any way form part of this research. Accessing such website or following such link through the research or 以牛攻熊 site shall be at your own risk.
收入增加是因为新商场在去年九月开幕促使盈利提升。
现金从七千八百多万减少至四千六百多万。
长期借贷从一亿五千多万减少至一亿三千多万。
短期借贷从七千八百多万减少至七千七百多万。
季报里说明国内的经济预计会有5.5%的增长来自于消费者和生产者的推动。
该集团将持续使用适当的定价策略和营运效率来保持核心业务。
该集团预计商场的出租率将保持稳定。
Reference Price:
24.05.2018
Price: RM 2.30
Rolling EPS: RM 0.0724
PE: 31.77
NTA: RM 1.41
Price/NTA: 1.63
PE*Price/NTA: 51.82
Undervalued: RM 1.14
Fair Value: RM 1.52
Overvalued: RM 2.28
Disclaimer:
The information contained in this research is based on data obtained from sources believed to be reliable. However, the data and/or sources have not been independently verified and as such, no representation, express or implied, is made as to the accuracy, adequacy, completeness or reliability of the info or opinions in the research.
Accordingly, neither 以牛攻熊 nor any of its related companies and associates nor person connected to it accept any liability whatsoever for any direct, indirect or consequential losses (including loss of profits) or damages that may arise from the use or reliance on the info or opinions in this publication. Any information, opinions or recommendations contained herein are subject to change at any time without prior notice. 以牛攻熊 has no obligation to update its opinion or the information in this research.
Investors are advised to make their own independent evaluation of the info contained in this research and seek independent financial, legal or other advice regarding the appropriateness of investing in any securities or the investment strategies discussed or recommended in this research. Nothing in this research constitutes investment, legal, accounting or tax advice or a representation that any investment or strategy is suitable or appropriate to your individual circumstances or otherwise represent a personal recommendation to you.
This research is being supplied to you on a strictly confidential basis solely for your information and is made strictly on the basis that it will remain confidential. All materials presented in this research, unless specifically indicated otherwise, is under copyright to 以牛攻熊. This research and its contents may not be reproduced, stored in a retrieval system, redistributed, transmitted or passed on, directly or indirectly, to any person or published in whole or in part, or altered in any way, for any purpose.
This research may provide the addresses of, or contain hyperlinks to, websites. 以牛攻熊 takes no responsibility for the content contained therein. Such addresses or hyperlinks (including addresses or hyperlinks to 以牛攻熊 own site material) are provided solely for your convenience. The information and the content of the linked site do not in any way form part of this research. Accessing such website or following such link through the research or 以牛攻熊 site shall be at your own risk.
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