友尼森(UNISEM,5005,主板科技股) 新脱售利扩张计划
分析:丰隆投行研究
目标价:3.38令吉
最新进展
友尼森(UNISEM,5005,主板科技股)以1亿4331万令吉,脱售印尼子公司PT友尼森的2块土地和厂房,总面积约3万方米。
出售计划估计将带来1.3065亿令吉收益,所得款项将充作公司营运资金。PT友尼森已于2020年3月停止运营。
行家建议
我们看好此次友尼森的脱售计划,因为所得款项将进一步加强公司的资产负债表,为中国成都和霹雳务边业务扩张计划提供资金。
完成交易后,友尼森的净现金将从上财年末季的4.81亿令吉或每股30仙,增加至6.24亿令吉或每股39仙。
我们认为,由于电源管理、射频、汽车和消费电子等所有细分市场的需求持续强劲,因此尽管本财年首季因春节假期使工作日减少,但预计按美元计算的收入将持平。
展望未来,随着友尼森关闭亏损的巴淡岛工厂、有利的外汇、与天水华天的协同关系,以及健康的资产负债表,该公司的前景将有所改善。
不过,考虑到美联储对抑制通胀经济的强硬立场,我们将该公司的本益比估值预测下调至5年均值22倍。
为此,我们调低目标价至3.38令吉,之前为4.74令吉,但重申“买入”评级。
友尼森股价走势08/04/22
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%E5%8F%8B%E5%B0%BC%E6%A3%AE-%E6%96%B0%E8%84%B1%E5%94%AE%E5%88%A9%E6%89%A9%E5%BC%A0%E8%AE%A1%E5%88%92
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