D&O绿科(D&O,7204,主板科技组)最新业绩可好?
瓜雪小冬问:
麻烦分析一下D&O绿科(D&O,7204,主板科技组)的最新业绩表现,前景可好?
答:D&O绿科首季业绩符合预期,分析员维持财测不变,看好在疫情受控后,该集团在接下来季度将全速推进生产活动,以及扩充计划正如期进行。
肯纳格研究表示,D&O绿科2022财政年首季核心净利3050万令吉(按季下跌21.1%和按年增长15.1%),表现和预期相符。
该行指出,首季营收按季下跌6.2%至2亿4160万令吉,和业务趋势一致,因为首季适逢农历新年假期,营运期比较短。首季净利按季滑落21.1%,主要受到疫情影响。
不过,首季营收按年跃升17.5%和净利成长15.1%,反映该集团的车用LED灯产品,需求不断增长。
生产已恢复到最佳水平
肯纳格表示,虽然变种病毒的病例激增,令该集团措手不及,不过目前生产活动已经恢复到最佳水平。
肯纳格表示,该集团的扩张行动仍然处于正轨。由于预期有更多订单,该集团正致力于自动化措施,例如在第一工厂封装过程采用智能分配解决方案。
同时,该集团的第二工厂正在引进设备,目标是在2022财政年第三季开始营运,并逐步使用到2024年,集团最终将于2025年搬迁至第三工厂,预计该厂将于2022年底动工兴建。
肯纳格保持预测该集团2022年和2023年核心净利为1亿4810万令吉和1亿7100万令吉,分别成长34%和16%。维持“超越大市”评级,目标价从5令吉60仙下调至5令吉40仙,这是根据45倍本益比估值。
本栏并无作出任何股票交易的建议,一切买卖盈亏自负,在采取投资行动前,请依本身的投资条件与情况,及向你的证券经纪咨询。
https://www.sinchew.com.my/20220620/do%E7%BB%BF%E7%A7%91%E6%9C%80%E6%96%B0%E4%B8%9A%E7%BB%A9%E5%8F%AF%E5%A5%BD%EF%BC%9F/
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