南洋行家论股
【行家论股】星狮集团 需拟新对冲机制
分析：联昌国际投行研究
目标价：32.50令吉
最新进展：
星狮集团（F&N，3689，主板消费股）在2024财年第三季，净赚1亿2163万令吉，同比涨22.40%。
第三季营收同比微跌2.08%，至13亿412万令吉。
首9个月来看，星狮集团一共净赚4亿5778万令吉，同比起14.63%，而营收则同比升6.19%，至39亿8939万令吉。
南洋商报
行家建议：
星狮集团2024财年首9个月核心净利为4亿6200万令吉，符合我们与市场预期，分别达全年预测的78%和76%。
放眼末季，我们预计公司的表现会环比持平，主要是在缺乏佳节庆典的带动下，国内销售可能走低。
庆幸的是，出口销售走高，加上外汇处在有利地位，相信有助于抵消不利因素。
尽管投入成本较高，但我们预计公司会提高部分产品的售价，以及利用对冲机制来缓解影响，好让投入成本处在有利水平。
展望2025财年，我们预计公司的净利表现会下跌2.3%，主要是公司会投入更多成本推动奶牛牧场，加上大宗商品价格对冲结束，届时需再次拟定新的对冲机制。
综合以上，我们重申“守住”评级，目标价维持32.50令吉。
https://www.enanyang.my/行家论股/【行家论股】星狮集团-需拟新对冲机制
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