【行家论股】科艺集团(KGB,0151,主板工业股) 订单踊跃前景佳
分析:兴业投行研究
目标价:1.60令吉
最新进展:
科艺集团(KGB,0151,主板工业股)2022年首季净利年增49.75%,赚830万2000令吉;营业额更是大涨65.36%,至1亿7332万8000令吉。
同时,该公司手上持有12亿令吉的未完成订单。
科艺集团 KGB
行家建议:
科艺集团首季核心净利大涨59%,再创高峰,这符合我们的预期。
12亿的未完成合约,主要分布在新加坡(46%),以及大马(41%);而且未来继续囊获合约的前景看俏,包括中国的工程合约很可能于未来继续追加3至4亿令吉。
该集团目前正竞标高达14亿令吉的合约,其中60至70%为供应高纯度(UHP)气体合约。
今年至今,该集团已经拿下了4.5亿令吉合约;我们预计此可于下半年翻倍,达到10亿令吉。
科艺集团的液化二氧化碳厂投产之后,生产利用率也一直在升高;首季达到70%,预料年尾可达80%。
该集团也正扩大液化二氧化碳市场,除了供应予大马和新加坡之外,如今也扩张至澳洲和纽西兰。
总的来说,我们看好科艺集团的合约前景,虽然赚幅预料将降低,但仍调高未来3年盈利4至6%。
因此,调高目标价至1.60令吉,维持“买入”评级。
科艺集团股价走势 3/6/22
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%E7%A7%91%E8%89%BA%E9%9B%86%E5%9B%A2-%E8%AE%A2%E5%8D%95%E8%B8%8A%E8%B7%83%E5%89%8D%E6%99%AF%E4%BD%B3
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