SASBADI 5252 SASBADI HOLDINGS BERHAD | Q2 业绩开箱
马来西亚最大的课本印刷和供应公司 Sasbadi Holdings Berhad(SASBADI、5252)在过去 3 个财政年内因为行动管制令和疫情的关系,进而间接的被教育部和学校新书本的需求放缓所影响,订单自然也有所下跌。
那么在历经了疫情的 “洗礼” 之后,SASBADI 接下来业绩又是否会回复光辉呢?接下来,我们就看看该公司的 Q2 业绩,了解其中的重点。
以 2023 财政年 6M 对比去年同期来说,SASBADI 的首半年的营业额和税后盈利(“PAT”)分别增长了 52.25% 和 562.75%,而单论 Q2 的话则是分别增长了 34.58% 和 72.00% 左右。
据了解,该业绩的增长主要归功于教育版的新出版物,以及新的教育部合约所带来的贡献。
作为参考,SASBADI 在 11.10.2022 年所获得的 4 项合约价值共合为 RM 16.7 Million,该合约内容包括为教育部供应重印课本,以及符合共同语文参考框架(“CEFR”)的市场阅读数字解决方案的供应,以及支付的服务。
那以毛利率(“GP Margin”)来说,SASBADI 的 GP Margin 在 2023 财政年 6M 内为 43.29%,对比去年的 GP Margin 提高了 3.83%,公司的净利率(“PAT Margin”)也从 10.80% 提高至 14.04%。
以按季比较(对比 2023 财政年 Q1)来说,公司的营业额和 PAT 分别增长了 71.31% 和 340.75%;这一点笔者所了解到的是 SASBADI 本身的业务性质稍微具有周期性,其销售很大部分都集中在新学期的阶段中,而 3 月份普遍是新学年的 “开学期”,因此公司较容易在该季度中受惠。
展望未来,SASBADI 也在季报中披露旗下的 Media Distribution 子公司将会议 RM 1.0 Million 向 Integra Creative Media 私人公司购买 “Oyez!Books” 商标的知识产权,预计在完成后将可以让 SASBADI 拓展到幼儿教育产品类的新业务。
假设 SASBADI 的业绩接下来能保持现状(即回复到疫情前的水平),并且持续派息(目前股息率为 2.50% 左右)的话,或许投资者会重新关注这家以教育主题为主的公司。
那么,读者们又如何看待 SASBADI 这家公司的前景呢?
照片来源:The Edge Markets
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https://klse.i3investor.com/web/blog/detail/exeedgroup/2023-04-23-story-h-272489158
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