【行家论股】双威保健业上市释放价值 | I3investor

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南洋行家论股

【行家论股】双威保健业上市释放价值

Tan KW

Publish date: Tue, 09 Jan 2024, 07:48 AM

分析：兴业投行研究

目标价：3.00令吉

最新进展：

双威（SUNWAY，5211，主板工业股）目前有多个利好因素集于一身，其中除了是柔佛州主题股项外，同时还有旗下医疗保健即将拆分上市。

目前，凭借旗下医院的强劲表现，有助于推快上市进程，且估值可能来到90亿令吉的高位。

根据双威与新加坡政府投资公司（GIC）的协议，旗下医疗保健业务必须在2027年10月之前完成上市。

双威 SUNWAY

行家建议：

我们认为，投资者应该开始吸纳双威，其中不仅仅公司身处在柔佛主题上，还有旗下医疗保健拆分上市，能提供不错的回报。

随着双威新医院的表现好于预期，尤其是旗下位于诗布朗再也的双威医疗中心（SMC），在2022年11月开业，不到一年时间，就成功录得收支平衡，将业绩转正。

我们预计，该医院将在2024年第二季贡献净利。

至于扩展计划，到了2027年，双威旗下医院的床位数量，预计将从目前的1100个，增至2500个。

另外，我们预计投资者可以通过价值释放活动获得回报，主要是回看公司将旗下产托--双威产托（SUNREIT，5176，主板产托股）拆分上市时，股东能以10比1的方式，免费获得产托股权，同时还获得26仙特别股息。

综合以上，我们维持“买入”评级，目标价则从原先的2.65令吉，提高至3.00令吉。

双威股价走势

https://www.enanyang.my/行家论股/【行家论股】双威-保健业上市释放价值

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