【行家论股】阁代科技(GREATEC,0208,主板科技板) 末季业绩料强劲
分析:大众投行研究
目标价:7.70令吉
最新进展
阁代科技(GREATEC,0208,主板科技板)获得1亿6000万令吉新订单,估计可支撑营收前景至2023年次季,客户主要来自太阳能领域。
阁代科技 GREATEC
行家建议
计入最新进展后,阁代科技未完成总订单提升至5.86亿令吉;太阳能领域合约比重,从85.5%提高至89.4%。
根据我们调查,最新获得的太阳能生产线订单,总赚幅可高达40%。
不过,我们维持财测不变,因为新订单额仍在预测范围内。
此外,全球升息忧虑,导致投资者从高估值股项撤资,造成公司股价从年初至今挫跌29%。
考虑到太阳能与电动车行业引发的盈利增长,我们认为当前公司仅28倍的本益比估值不合理,远低过一个月前的42倍;当前估值相当于低过一个标准差。
另外,2021财年末季业绩估计在下月底公布,预计可看到强劲盈利表现。
鉴于有高达61%的诱人上涨空间,我们建议投资者入场增持,并维持“超越大市”评级和7.70令吉目标价,相当于本益比45倍。
阁代科技股价走势25/01/22
http://www.enanyang.my/%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1/%E3%80%90%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1%E8%A7%86%E9%A2%91%E3%80%91%E9%98%81%E4%BB%A3%E7%A7%91%E6%8A%80-%E6%9C%AB%E5%AD%A3%E4%B8%9A%E7%BB%A9%E6%96%99%E5%BC%BA%E5%8A%B2
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