阁代科技(GREATEC,0208,主板科技组)订单劲扬 产能翻倍 维持买进
●阁代科技(GREATEC,0208,主板科技组)2021年第三季表现符合预期,马银行研究相信在订单强劲增长,以及明年杪产能翻倍计划扶持下,集团前景光明。
马银行研究表示,扣除一次性事项,阁代科技第三季净利年增27%至2810万令吉,9个月核心净利大增91%至1亿1820万令吉,达到全年财测的75%,整体表现符合预期。
第三季营业额为9530万令吉,按年增长26%,归功于生产线系统(PLS)和单一自动化设备(SAE)业务贡献增加,但碍于严格封锁措施导致海外某重要客出现组装延宕问题,营业额按季减少30%。
目前,电动车占PLS业务贡献企于66%,低于第二季的89%,主要是美国新创电动车公司Lordstown汽车订单已接近尾声,而息税前盈利(EBIT)赚益因运费和旅游开销增加,按年下跌1%。
订单增至4.26亿
开始建新厂
尽管如此,马银行研究指出,阁代科技在8月接获1亿6300万令吉新订单,令截至第三季订单膨胀至4亿2600万令吉,按季走高107%,加上主要光伏板客户──第一太阳能(First Solar)积极拓展美国和印度产能下,集团有意为客户增长出一份力,并在近期启动26万5000平方尺的峇都交湾第三厂房建设计划。
“随着第四家工程计划进行中,阁代科技预期2022财政年光伏板产能将翻倍至100万平方尺,因此我们预见集团前景一片光明,维持‘买进’评级,目标价8令吉零5仙。”
https://www.sinchew.com.my/20211103/%E9%98%81%E4%BB%A3%E8%AE%A2%E5%8D%95%E5%8A%B2%E6%89%AC-%E4%BA%A7%E8%83%BD%E7%BF%BB%E5%80%8D-%E7%BB%B4%E6%8C%81%E4%B9%B0%E8%BF%9B/
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