INARI 0166INARI AMERTRON BERHAD肯纳格下调益纳利美昌目标价
(吉隆坡17日讯)肯纳格研究维持益纳利美昌(Inari Amertron Bhd)的“超越大市”评级,但目标价从4.60令吉,下调至3.30令吉,并称2022财政年第三季(8900万令吉)和首9个月(3亿260万令吉)的核心净利符合预期,皆占其与市场全年预测的76%。
该研究机构今日在报告中指出,第三季营业额按年微增5%,因美国领先智能手机品牌的出货年增2.2%,而全球出货连续第二个季度下降。
肯纳格表示,智能手机市场的增长可能仍然不温不火,这可从2021年第四季(年跌1.8%)和2022年首季(年降8.9%)的全球智能手机出口量连续下降看出。
该机构称,这也是过去7个季度以来,管理层首次在展望中措辞缓和,表明在阴影笼罩的前景采取谨慎态度。
“我们还注意到,与中芯聚源股权投资管理(CFTC)就拓展中国市场的谅解备忘录(MoU)已于4月17日到期,双方同意再延长两个月。”
“虽然对管理层在长期内多元化至其他行业的执行力具信心,但我们认为,在智能手机领域的巨大敞口短期内可能影响投资者胃口。”
(编译:陈慧珊)
http://www.theedgemarkets.com/article/%E8%82%AF%E7%BA%B3%E6%A0%BC%E4%B8%8B%E8%B0%83%E7%9B%8A%E7%BA%B3%E5%88%A9%E7%BE%8E%E6%98%8C%E7%9B%AE%E6%A0%87%E4%BB%B7
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