受惠5G超级周期 益纳利美昌(INARI,0166,主板科技组)维持买进评级
(吉隆坡20日讯)益纳利美昌(INARI,0166,主板科技组)首9个月净利按年增长20%,至2亿9700万令吉符合预期,分析员预测中国冠病与俄乌战事让前景乌云笼罩,下调该股目标价,但仍然看好该公司可从5G超级周期与客户多元化获利,维持“买进”评级。
丰隆研究预测,5G的超级周期将持续,光学业务可改善。
世界半导体贸易统计组织(WSTS)预测,2022年全球半导体市场增长10%,市场扩大至6140亿美元,增长主要受分立器件、光学组件、传感器、集成电路等驱动。
分析员认为,苹果5G超级周期持续,加上光学组件料改善,预期客户更多元化和缔结更多合伙关系。
谨慎乐观看待前景
益纳利美昌对2022财政年前景谨慎乐观,分析员认为前景受中国疫情、俄乌战事冲击需求与进一步干扰供应链,乌云笼罩,分析员维持财测不变。
益纳利美昌首9个月销售中,以区块区分,智能手机与配备业务占64%(前期65%)、数据通讯12%(前期13%)、汽车11%(前期10%)、工业保持7%。
第三季派息率90%,每股派2.2仙股息(前期4.0仙),首9个月派7.8仙股息(前期8.5仙)。按季来说,虽然第三季净利年增10.4%,至9047万5000令吉,尽管赚幅改善2.3%;然而第三季核心净利按季挫20%,至8600万令吉,期间资产折旧增加4%;实际有效税率从前期8%增加至12.4%,期间美元汇率波动不显著。
丰隆研究维持“买进”,考量到联储局更为鹰派以抑制通膨,本益比估值从前期50倍调低至29倍;目标价相应从4令吉48仙调低至3令吉24仙。
https://www.sinchew.com.my/20220521/%E5%8F%97%E6%83%A05g%E8%B6%85%E7%BA%A7%E5%91%A8%E6%9C%9F-%E7%9B%8A%E7%BA%B3%E5%88%A9%E7%BB%B4%E6%8C%81%E4%B9%B0%E8%BF%9B%E8%AF%84%E7%BA%A7/
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