【 TTVHB 0272 TT VISION HOLDINGS BERHAD 】IPO 前的业绩开箱!
被超额认购 89.15 倍的 TT Vision Holdings Berhad(TTVHB、0272)想必是许多读者关注的个股;不过,公司在 Q3 的业绩表现似乎有些差强人意(虽然笔者有中 IPO ,不过业绩开箱文还是需要中肯的),我们接下来就仔细看看 TTVHB 的业绩表现。
- 简单介绍,TTVHB 本身是一家为客户设计和制造自动化视觉检测设备(“Automated Vision Inspection”)的公司,其客户群就包括了读者们非常熟悉的 D&O(7204),该公司所处在的行业为光电(“Optoelectronics”)领域、以及太阳能电池(“Solar Cell”)的生产商,以及涉及到前端半导体的 Wire Bond 公司等。
- 由于这是 TTVHB 在 ACE 板块首次公布的业绩,因此并无任何可同期比较的数据。
- 不过,我们却可以参考公司在 2021 财政年内的业绩表现;公司在 2021 财政年内的营业额为 RM 47.3 Million、毛利(“GP”)为 RM 19.7 Million、税后盈利(“PAT”)为 RM 8.3 Million、而净利率(“PAT Margin”)则是 17.64%。
- 若是将上述的业绩平均化(除于 4 个季度),那么 TTVHB 在 2021 财政年内平均每个季度的营业额为 RM 11.8 Million、GP 为 RM 4.9 Million、RM 2.1 Million 和保持不变的 17.64% 的 PAT Margin。
- 而在该季中(Q3),TTVHB 的营业额为 RM 10.9 Million、GP 为 RM 4.7 Million、PAT 为 RM 1.8 Million、PAT Margin 则是 16.77% 左右;作为参考,公司在该季中是有大于为 RM 0.4 Million 左右的外汇盈利,但同时也有被 RM 0.5 Million 左右的 IPO 开销影响其 PAT。
- 以此比较之下,其实我们可以看到公司的营业额、GP 和 PAT 均有稍微的下滑,但考虑到这其中有 7、8、9 月份的影响,且公司的产品对于客户的 CAPEX 敏感性非常高(据了解,在 2022 财政年 6M 中公司的 Solar Cell 客户并无购置新的设备),因此稍微有波动也是可以理解的。
- 不过,之前管理层也有提及在今年内(2023)可能可以见到 Solar Cell 的客户 CAPEX 回归,再加上中国开放之下,不排除公司的业绩会持续改善。
- 读者们需要留意的是,TTVHB 在 2022 财政年 9M 内的净经营现金支出为 RM 7.6 Million,这主要是因为公司的库存增加 RM 4.5 Million 和应收账款(“Trade Receivables”)增加了 RM 7.8 Million 所致,但公司在 IPO 中也会筹集更多的资金,因此短期内现金流应该不是问题。
在下个星期呢,TTVHB 就正式上市交易了。读者们又如何看待到时候 TTVHB 的表现呢?
照片来源:The Edge
- 与 Exeed Group 开设股票户口:https://bit.ly/3d4fjav
- 加入 Exeed Group 的大家庭:https://bit.ly/3Bt3cx7
Disclaimer: Exeed Group accepts no liability whatsover for any direct or consequential loss arising from any use of content here.
#TTVHB
#EXEED
#BURSA
https://klse.i3investor.com/web/blog/detail/exeedgroup/2023-01-17-story-h-300974217
Singapore Investment
-
-
-
-
-
-
-
SRS Account Interest Rate7 hours ago
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
I have Achieved Lean FIRE!!3 days ago
-
-
-
-
-
-
-
-
The Art of Being Patient4 days ago
-
-
-
-
-
-
-
-
-
-
Portfolio Summary for June 20251 week ago
-
-
-
Portfolio (June 30, 2025)1 week ago
-
Portfolio (June 30, 2025)1 week ago
-
-
-
-
-
Month of June 20251 week ago
-
June 2025 Updates1 week ago
-
-
-
Batisht crazy!1 week ago
-
-
Will SORA crash to 1 per cent?1 week ago
-
-
Hello world!1 week ago
-
Cut back some exposure1 week ago
-
-
-
Buying an overseas home for retirement2 weeks ago
-
-
8 tips for house moving2 weeks ago
-
-
-
-
-
-
-
-
-
-
-
-
May 2025 Portfolio5 weeks ago
-
-
-
Thakral - Gem life deal finally coming?1 month ago
-
-
-
-
Clarity1 month ago
-
The Trump Tariffs1 month ago
-
Selling HRnet and Fiverr1 month ago
-
-
-
-
Ignore the noise and be calm2 months ago
-
-
-
-
FAQ on Quantitative Investing Part 22 months ago
-
-
-
-
Crossing the 300k Mark [in a volatile period]3 months ago
-
-
-
-
-
-
-
-
ETF vs Mutual Fund: Which is Better?5 months ago
-
-
-
-
-
Arigato Everyone! A Decade of Blogging!6 months ago
-
Top 10 Highlights of 20246 months ago
-
-
-
Union Square Residences8 months ago
-
-
-
STI ETF9 months ago
-
-
-
Unibet Casino Bonus Codes 202410 months ago
-
-
-
-
The Stigma against Early Retirement (FIRE)11 months ago
-
Monthly IBKR Update – June 20241 year ago
-
-
-
-
-
-
-
-
-
Feb 2024 Expenditure1 year ago
-
-
-
-
-
-
-
Monthly Summary of November 20231 year ago
-
Migration of website1 year ago
-
-
-
-
-
-
Hello SP Group, I'm Back!2 years ago
-
-
-
A New Light2 years ago
-
-
-
-
-
2022 Thoughts, Hello 2023!2 years ago
-
Series of Defaults for Maple Finance2 years ago
-
Takeaways from “Sea Change”2 years ago
-
Greed is Coming Back2 years ago
-
-
-
-
-
-
-
-
What is Overemployment3 years ago
-
Terra Hill Condo (former Flynn Park)3 years ago
-
Alibaba VS Tencent: The Battle Royale3 years ago
-
-
-
-
-
-
-
-
-
-
-
-
-