科技股估值低宜买进 ATA工业(ATAIMS,8176,主板工业股)沦遗孤遭喊卖
(吉隆坡25日讯)眼见科技股已跌至估值便宜,大华继显研究喊买所追踪的科技股,然而,ATA工业(ATAIMS,8176,主板工业股)则斯人独憔悴,遭到喊卖。
分析员表示,历经供应链受阻和劳工课题双杀,科技股估值正陷入低迷,“因此,风险回报变得更吸引。”
“我们有追踪的电子制造服务(EMS)业者,交易价普遍低于三年均值,我们认为股价已反映所有负面因素。”
分析员续指,合理的估值、外国客户转移订单等因素,会是市场重估科技股估值的催化剂。
对于整个科技领域,分析员维持“增持”评级,首选股为威铖(VS,6963,主板工业股),目标价定在1.60令吉。
在分析员看来,威铖是中美贸易战转单效应下的主要受益者之一。该公司已在此契机下获得5名新客户,对2022财年的潜在营收贡献,超过20亿令吉。
同时,受惠于上述现象,威铖2023财年盈利有望增长12%或4500万令吉。分析员也点出,该公司正和潜在跨国公司客户接洽,争取获得新订单。
EMS业绩比一比 25/3/22
另一家喊买的公司,为星光资源(SKPRES,7155,主板工业股),但目标价从2.30令吉,下砍至2令吉。
分析员指出,星光资源的主要客户,正持续在不同产品领域里贡献订单。“由于现有工厂使用率已接近触顶,故已拨出1亿200万令吉扩充产能。”
作为转单效应的受惠者之一,分析员估计星光资源2023财年盈利,会按年增长25%或4500万令吉。
考量到供应链受阻拖累交货速度,分析员下调威铖、星光资源2022财年盈利预测,幅度介于5%至12%。
在一片乐观情绪中,ATA工业则沦为遗孤,遭到分析员喊卖,目标价为34仙。。
分析员提及,该公司的主要客户已喊停各项协议,今年6月1日起生效。
唯有在劳工课题获得解决、重新获得巨额合约后,分析员才会上修ATA工业的估值。
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