美特工业(MAGNI,7087,主板消费产品服务组)前景看好 需求推升产能
美特工业(MAGNI,7087,主板消费产品服务组)首半年净利虽跌19.89%,至3812万5000令吉,但分析员仍看好下半年业务展望,主要是客户需求走高而产能使用达85%,维持“超越大市”评级。
越南封锁放宽,目前该公司也提升产能至85%,以迎合主要客户的需求;客户普遍透过线上渠道购买运动与休闲服饰,有利美特工业前景。
大众研究指出,更多消费者透过数字平台购买运动与休闲服饰,不管是出于时潮或健康保健考量,这种趋势有助持续推动全球运动服饰需求。
刚过第二季业绩,该公司净利按年跌18%、按季挫18.8%,至1707万9000令吉。若对前期脱售空工业地的1690万令吉与外汇赚益,该公司则面临核心净亏20万令吉。
该公司次季营收按年跌58.3%、按季跌63.3%,其中服饰按年跌65.2%,至8510万令吉;7至9月期间,越南实施封锁(7月19日至9月30日)措施,营运暂停2个月。受高订单之助,包装业务营收按年增长11.1%,至2720万令吉。
基于越南比预期更长时间的封锁,大众研究调低该公司今后3个财政年财测3至16%,分别为9000万、1亿1920万与1亿3570万令吉。
今年次季,该公司每股派息2仙,该行预测这个财政年周息率为8.3%,2023财政年周息率预测达11%。
依据上述调整,该行调低美特工业的目标价,从前期2令吉85仙降至2令吉65仙。
https://www.sinchew.com.my/20220101/%E7%BE%8E%E7%89%B9%E5%B7%A5%E4%B8%9A%E5%89%8D%E6%99%AF%E7%9C%8B%E5%A5%BD-%E9%9C%80%E6%B1%82%E6%8E%A8%E5%8D%87%E4%BA%A7%E8%83%BD/
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