CBIP - 价值浮现

CBIP - 价值浮现

虽然CBIP在油厂工程和SPV分部补充订单的短期前景可能仍然疲软，但CBIP值得重新审视，因为价值已经浮现。由于持续低的毛棕榈油价格环境，CBIP在其油厂工程和SPV分部补充其订单的近期前景仍然疲软， 油厂工程部门的订单补货速度低于预期，以及部长职位变更（GE14结果发布后），这可能会导致SPV部门新合同授予延期。

价值已经出现。尽管近期的补贴前景不佳，但仍然看到CBIP的价值，因为砂捞越种植园资产（通过联营和合资）和加里曼丹（32,000公顷，其中约11,574公顷，或36％已经以及净现金4,270万令吉（或每股8仙）。

上游种植资产价值54仙/股。假设保守估价CBIP的土地储备价格为RM15,000 /公顷（种植面积）和RM500 /公顷（对于未种植面积），这低于目前的市场估值（至少为RM30,000 /公顷/区）。

6仙的DPS可能会继续。鉴于其净现金为4,270万令吉（或每股8仙），并且未来会出现巨额资本支出。目前股价为1.30令吉，股息转化为4.6％的不错收益率。

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