MI (5286) 正齐科技 - [MI EQUIPMENT HOLDINGS BHD,全球半导体设备行业的前景令人鼓舞] - James的股票投资James Share Investing


 [MI EQUIPMENT HOLDINGS BHD,全球半导体设备行业的前景令人鼓舞]

他们预计以这种方式来使用IPO募集的资金(约1.9089亿令吉)(http://www.bursamalaysia.com/…/company-announcements/5804857):

- 槟城Bayan Lepas新工厂暨办公室的建设 - RM65m(12个月)
- 在槟城Batu Kawan建造新工厂和办公室 - RM75m(30个月)
-R&D - RM6m(24个月)
- 工作资本 - 3700万令吉(36个月)
- 上市费用 - 800万令吉(1个月)

董事会建议并派发至少20%的派息作为股息。

槟城Bayan Lepas现有租赁厂房面积40020平方英尺,每月8台机器。建设完成后,Bayan Lepas工厂的建筑面积约为200000平方英尺,预计生产建筑面积为90000平方英尺。预计在2019年第一季度完工后,他们计划将产能提高至每月45台。

这集团于二零一七年七月三十一日设立Mi Precision来进行精密零件的制造业务。 Mi Precision预计将于2018年第二季度开始运作。

他们打算在2020年通过建设Batu Kawan工厂进一步扩大产能。它的建筑面积约为250000平方英尺,预计生产面积为140000平方英尺,每月可生产45台机器。他们预计在2019年第三季度开始建设工厂,并在2020年第三季度完工。预计将于2020年第四季度开工。

前景:
全球半导体设备行业的前景仍然令人鼓舞,因为它继续受到电子产品的积极前景和向上趋势需求的驱动,而电子产品又反过来支持半导体需求,并随后推动对半导体设备的需求。凭借集团的业绩记录和技术能力,以及对全球客户通过更加密集的销售和营销活动进行扩张,这集团准备加强其在WLCSP分拣机行业的存在并挖掘全球对电子和半导体产品日益增长的需求带来的积极影响,以推动其未来增长。除非出现不可预见的情况,董事会预计本年度的财务表现令人满意。

觉得不错就SHARE 出去吧。

James Ng

They expect to use the proceeds from the IPO amounting to approximately RM190.89m in this manner (http://www.bursamalaysia.com/…/company-announcements/5804857):

-construction of new factory cum office in Bayan Lepas, Penang - RM65m (12 months)
-Construction of new factory cum office in Batu Kawan, Penang - RM75m (30 months)
-R&D - RM6m (24 months)
-Working capital - RM37m (36 months)
-listing expenses - RM8m (1 month)

The board recommend and distribute at least 20% of PAT as dividend.

Current rented factory in Bayan Lepas, Penang, has a floor space of 40020 sqft, with eight machines per month. Upon completion of construction, the Bayan Lepas Factory will have floor space of approximately 200000 sqft with an expected production floor space of 90000 sqft. They are planning to increase production capacity to up to 45 machines per month following expected completion in first quarter of 2019.

The Group had on 31 July 2017 incorporated Mi Precision to venture into the manufacturing of precision fabricated parts. Mi Precision expects to commence in second quarter of 2018.


They intend to further expand production capacity in 2020 by building the Batu Kawan Factory. It will have a floor space of approximately 250000 sqft with an expected production floor space of 140000 sqft and produce up to 45 machines per month. They expect to commence construction of the factory by third quarter of 2019 and to complete by third quarter of 2020. It is expected to commence by fourth quarter of 2020.

Prospects:
The outlook of the global semiconductor equipment industry remains encouraging as it is continuously driven by the positive prospects and uptrend demand for electronic products which in turn supports the demand for semiconductors, and that subsequently drives the demand for semiconductor equipment. With the Group’s track record and technical capabilities, as well as its global clients’ portfolio expansion with more intensive sales and marketing activities, the Group is poised to strengthen its presence in the WLCSP sorting machine industry and tap on the positive impact of increasing global demand for electronics and semiconductor products to drive its future growth. Barring unforeseen circumstances, the Board expects the financial performance for the current year to be satisfactory.

If you think this post is beneficial, please share it.

James Ng

https://www.facebook.com/jamesshareinvest/posts/2039651192968291