双威(SUNWAY,5211,主板工业股)医疗或2026年分拆上市
(吉隆坡2日讯)旗下两家医院这一两年内将会开张,并预料很快可以取得盈利,双威(SUNWAY,5211,主板工业股)旗下的双威医疗集团,可能提早到2026年就分拆上市!
银河国际证券在最新的报告就认为,2026年是双威医疗最佳上市时机。
“因为该集团的两座新医院,即双威白沙罗医院(Sunway Damansara)与双威怡保医院,将分别在2024年末季和2025年首季开幕,并为2026财政年(12月杪结账)贡献盈利。”
可激励双威股价
分析员进一步认为,旗下医疗集团分拆上市,将是母公司双威的大利好,预料可重演2014年宣布双威建筑(SUNCON,5263,主板建筑股)分拆上市后,股价走强的历史。
“在2014年9月至2015年4月,双威股价走高了22%。”
分析员补充,上述两座新医院分别有334张和258张床位,很可能在2026财年里,就取得除息税摊销及折旧盈利(EBITDA)。
在上述2家新医院营运后,双威医疗集团的全部病床,将从截至今年3月底时的1158张,增至约1700张。
“如今,我们将双威医疗集团的总体估值提升至135亿令吉,等于22倍的企业价值对EBITDA比率(EV/EBITDA),比之前的Ramsay森那美医疗脱售案的20倍,高出10%。”
他补充,以双威持有的84%股权计算,价值115亿令吉。
该分析员同时称,双威医疗集团的估值溢价合理,理由是该集团的未来扩展计划,将进一步扩大其目前6%的国内私人医院市占率。
表现优于对手
“更何况,双威医疗集团的每张病床平均营收为130万令吉,高于Ramsay森那美医疗的85万令吉。”
此外,分析员引述外媒资讯称,双威医疗集团正在竞购拥有600张病床的槟榔医院(Island Hospital)。
“若收购成功,那槟城垄尾双威医疗中心的发展计划相信将延后。”
总的来说,该分析员维持双威的“买入”评级,目标价由之前的3.45令吉,显著上调至4.40令吉。
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E5%8F%8C%E5%A8%81%E5%8C%BB%E7%96%97%E6%88%962026%E5%B9%B4%E5%88%86%E6%8B%86%E4%B8%8A%E5%B8%82
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