【行家论股/视频】正齐科技(MI,5286,主板科技股) 数字趋势成催化剂
分析:联昌国际投行研究
目标价:2.20令吉
最新进展:
正齐科技(MI,5286,主板科技股)2022财政年首季,净利按年飙涨2.64倍,至1283万令吉;营收也按年增长64%,至8909万令吉。
同时,该公司宣布派息1仙,除权和派发日,分别落在5月18日、6月2日。
行家建议:
正齐科技首季营收有所走高,归功于将台湾恒硕科技(Accurus Scientific)的业务,整合进半导体材料部门,抵消半导体设备业务贡献下滑的冲击。
同时,首季除息税折旧与摊销前赚幅,也按年下降10.2%;整体核心盈利也滑落10.5%。
总结来说,首季业绩低于预期,同时仅占我们、市场全年预测的15%和19%。
展望未来,正齐科技谨慎看待半导体设备业务前景,因俄乌冲突、中国清零措施、通胀压力等因素造成客户谨慎开销。
至于半导体材料业务,该公司则认为未来需求会持续强劲,这归功于5G网络、物联网等趋势继续增长。
另一边厢,该公司计划在2019至2028年商业大蓝图第二阶段下,设立第三和第四项业务,个别为新型封装技术平台、家具电子产品开发。
考量到宁波工厂投产日延迟,和设备交付走低,我们将2022至2024财年每股净利预测,下砍15%至18%。
维持“增持”评级,目标价则从3.50令吉,下调至2.20令吉。
正齐科技股价走势 5/5/22
https://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%91%E6%AD%A3%E9%BD%90%E7%A7%91%E6%8A%80-%E6%95%B0%E5%AD%97%E8%B6%8B%E5%8A%BF%E6%88%90%E5%82%AC%E5%8C%96%E5%89%82
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