Mercury证券对 GREATEC 0208 GREATECH TECHNOLOGY BERHAD阁代科技展研究 预计会赢得更多合约
(吉隆坡10日讯)Mercury证券对阁代科技(Greatech Technology Bhd)展开研究,并给予“买入”评级和目标价4.73令吉,并称在2022财政年首季因零部件供应和劳动力短缺影响了盈利增长后,将从第二季开始恢复盈利增长,截至12月杪2022和2023财年的盈利增长率分别为28.2%和10.1%。
该研究机构今日在报告中指出,随着该股从7.60令吉的高位暴跌,在良好的盈利增长和2022财年5亿令吉的多元化目标订单带动,这将是对该股展开研究的合适时机。
该机构表示,阁代科技最大的优势是在太阳能、电动交通和生命科学等关键增长行业的多元化订单。
“太阳能订单将继续下滑,因为只有1亿6000万令吉太阳能合约待交付。”
“阁代科技正努力赢得电动汽车电池生产的4名新客户,以及在逆变器和充电器等电动汽车零部件生产赢得另外3个客户”
“我们相信Rivian很可能是阁代科技的下一个电动汽车客户。”
Mercury表示,阁代科技前景一片光明,因为亚马逊已与Rivian签订合约,到2030年生产10万辆电动送货车,首批1万辆将于2022年上路。
“与此同时,该公司与一家美国生命科学公司签署一项主服务协议,目前正瞄准另外5家客户。”
“所有项目预计将实现最低30%的盈利赚幅。”
Mercury指出,由于阁代科技的订单估计为5亿令吉,而震科(Genetec Technology Bhd)为3亿令吉,因此阁代科技的本益比为32倍,相比震科的30倍。
“盈利预测的主要风险包括原材料供应链受扰、合约流量慢于预期,以及扩张计划受阻。”
截至11时30分,该股跌10仙或2.59%,报3.76令吉,交投量有75万1000股。
(编译:陈慧珊)
http://www.theedgemarkets.com/article/mercury%E8%AF%81%E5%88%B8%E5%AF%B9%E9%98%81%E4%BB%A3%E7%A7%91%E6%8A%80%E5%B1%95%E7%A0%94%E7%A9%B6-%E9%A2%84%E8%AE%A1%E4%BC%9A%E8%B5%A2%E5%BE%97%E6%9B%B4%E5%A4%9A%E5%90%88%E7%BA%A6
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