【行家论股/视频】MyEG(MYEG,0138,主板科技股) 市场低估DeFi潜能
分析:马银行投资研究
目标价:1.47令吉
最新进展:
眼见大马已在今年4月1日重开国门,MyEG(MYEG,0138,主板科技股)旗下的移民服务、医疗业务有望受惠其中。
同时,截至4月1日,人力资源部已接获约47万项有关外劳入境的申请,数量比2021全年,多出逾40%。
行家建议:
新加坡游客抵达我国后的24小时内,必需透过MyEG的呼气测试器,或快速抗原检测试剂(RTK-Ag)进行病毒检测。
在相关检测,MyEG对每位国人或外国旅客,收取70至100令吉费用。我们相信,这项服务的收入,足以弥补隔离服务收入下滑的缺口。
另一边厢,据我们了解,该公司有份参与的数字人民币交易项目,如今正迅速获得关注。如今中国共有17座城市对此进行试点计划。
但随后将有更多城市响应,且银联等支付服务供应商,正将数字人民币纳入平台支付选项。
MyEG将受惠于数字人民币交易的增长。
在2021财政年末季,该公司从前一季的2亿3000万令吉净现金状态,转变成7100万令吉净债务状态,因已扩大对去中心化金融(DeFi)、呼气测试设备等的资本开销。
我们估计,在2022至2024财年,DeFi对该公司的营收贡献,会介于2%至8%。我们也认为,市场低估了DeFi的盈利潜力。
维持“买入”评级,目标价定在1.47令吉。
MyEG股价走势
http://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%91myeg-%E5%B8%82%E5%9C%BA%E4%BD%8E%E4%BC%B0defi%E6%BD%9C%E8%83%BD
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