益纳利美昌(INARI,0166 ,主板科技股) 中国疫情拉低目标价
分析:马银行投行研究
目标价:4.00令吉
最新进展:
益纳利美昌(INARI,0166 ,主板科技股)2022财年业绩表现,可能会在下半年出现疲软,主要是中国的“清零”防疫政策可能会带来潜在影响。
另外,该公司表示,早前与中国中芯聚源(CFTC)签署备忘录,原定在4月17日截止,不过,碍于上海进入全面封锁,因此备忘录期限将多延长两个月。
行家建议:
我们将益纳利美昌的2022和2023财年预测,各别下调9%和8%,归咎于主要终端客户延迟推出新的旗舰机型至今年9月,因此,客户本财年下半年的业绩表现料低迷。
另外,中国于3月下旬,封锁了上海及周边地区以遏制疫情爆发,这项举动或引发更多潜在的不利影响。
要知道,中国封锁的影响是双重的,因为实施更严厉的防疫措施,将削弱消费者的信心,尤其是该公司的主要终端客户,在上个季度的营业额,有约21%的销售皆来自中国。
另外,严谨的防疫措施,将迫使终端客户位于中国的制造厂房暂时关闭。
尽管当地政府,已允许有关公司在“闭环管控”防疫措施的情况下恢复营运,不过,如果有关当局未能有效的控制疫情,导致封锁措施延长,届时将对益纳利美昌的最终产量带来不利影响。
尽管如此,我们仍对该公司的长期前景持乐观态度,维持“买入”评级,但将原先的目标价,从4.77令吉下调至4.00令吉。
益纳利美昌股价走势
https://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%E7%9B%8A%E7%BA%B3%E5%88%A9%E7%BE%8E%E6%98%8C-%E4%B8%AD%E5%9B%BD%E7%96%AB%E6%83%85%E6%8B%89%E4%BD%8E%E7%9B%AE%E6%A0%87%E4%BB%B7
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