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Courtesy of Blogger 懒人股东:

坐标:马来西亚

行业:定做晶体和器件功能检测装备,目前的汽车智能、3D识别和医疗上用量较多

公司好像并不差钱,上市目标也是说希望上市地位有助于开拓中国和美国的市场,看中的是香港这个国际化金融都市的名声。果然上市一年来,美国业务开始有起色,中国日本业务增加很快。

这行业前景还算过得去吧,应该能符合科创板定位,来看看18年初的IPO时盛况:

(上市时使用的是2016及2017年上半年数据)

IPO时间:2018年初

IPO估值:25PE,9PB

这估值很配高科技行业的身份,再看1年半后的现在:

当前估值:8PE,2.4PB

是不是后检测装备行业已经不行了?虽然行业这两年较困难,龙头公司业绩压力很大,但小个头的公司好像没受到影响,生意持续增长。

而且这公司母公司是马来西亚上市公司,其实母公司业务主要也就是靠槟杰科达,基本上可以认为母公司就是63%的槟杰科达+1亿多现金(马币,这现金估计也是上市时出售槟杰科达老股得的现金的大部分,要说按上市估值我都想卖),

然后现在母公司市值是子公司约2倍,

X*63%+1=2*X

数学不好,我都感觉有点算不过来

谨以此文迎接即将到来的科创板,我这里就先买上一点,做为纪念。

$槟杰科达(01665)$

作者:懒人股东
链接:https://xueqiu.com/1701568697/128323767
来源:雪球
著作权归作者所有。商业转载请联系作者获得授权,非商业转载请注明出处。

Note: 科创板 is referring to the coming new Nasdaq style of stock exchange in China. The SSE STAR Market. The trading on the new board will go live in a month or two. An ATE company, Suzhou HYC, has seen its IPO oversubscribed by more than 300 times and valued at 41 times PER. As the oversubscription rate is so high, most applicants did not get their allocation. These applicants will have to buy in the open market. Most likely we will see HYC stock zooming up upon commencement of SSE Star Market. Penta is a superior company compared to HYC, how long can the China market ignore Penta? We need to educate our fellow Chinese in China that Malaysia is more than just musang king and MH370.

https://klse.i3investor.com/blogs/alldogsgotoheaven/214661.jsp
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