【行家论股】前研科技(FRONTKN,0128,主板科技股) 台湾业务势头强劲
分析:JF Apex证券
目标价:2.66令吉
最新进展:
前研科技(FRONTKN,0128,主板科技股)2022财政年首季,净利按年增长16%至2652万令吉;营业额则按年增长15%至1亿1915万令吉。
前研科技 FRONTKN
行家建议:
前研科技首季净利达到我们全年预测的20%,以及市场预测的21%,尚算符合预期。
营收和净利按季分别下滑1.9%,及10.3%,主要是因为首季向来是该公司业绩淡季;我们相信来季的表现将更强劲。
前研科技的半导体业务保持强劲,拥有全球圆晶与芯片制造商作为主要客户的台湾业务贡献了28.1%年增长,而且此势头料可持续。
不过在新加坡和大马,主要面向油气领域客户的业务,净利却都出现萎缩。
台湾第二工厂首阶段预料今年尾可开始营运,其他阶段的扩张也将于未来2年陆续完成;这预料可提高业务效率,进而拉升赚幅。
整体而言,全球半导体市场需求依然强劲,我们仍看好前研科技的前景,并维持其财测。
不过考虑道科技股的估值正遭到下修,我们也将前研科技的目标价,从3.46令吉,下砍到2.66令吉,这相当于32倍预计本益比;维持“守住”评级。
前研科技股价走势 11/5/22
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%E5%89%8D%E7%A0%94%E7%A7%91%E6%8A%80-%E5%8F%B0%E6%B9%BE%E4%B8%9A%E5%8A%A1%E5%8A%BF%E5%A4%B4%E5%BC%BA%E5%8A%B2
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