大众投行: INARI 0166 S INARI AMERTRON BERHAD益纳利美昌D&O估值更具吸引力
(吉隆坡28日讯)凭着具吸引力的估值和在各自领域的领先地位,益纳利美昌(Inari Amertron Bhd)和D & O Green Technologies Bhd仍是大众投资银行研究的首选股。
大众投行今日在报告中指出,给予益纳利美昌和D&O“超越大市”评级,目标价分别是4.13令吉和5.46令吉。
该研究机构表示,益纳利美昌有望从全球更广泛的5G应用中受益,并在未来几个季度搭上美国智能手机的超级周期。
另外,随着智能LED越来越多用于环境照明,全球汽车LED市场份额增加,D&O料实现强劲的多年增长。
截稿时,益纳利美昌上升4仙或1.44%,报2.82令吉,市值达104亿6000万令吉。年内则下跌了30.37%。该股目前在25.84倍的历史本益比交易,周息率为3.65%。
D&O则扬8仙或2.02%,至4.04令吉,市值报50亿令吉。但今年来下跌了31.76%。本益比为55.96倍。
“在全球大举加息拖累,投资者最近纷纷抛售科技等估值较高的板块。”
“因此,行业估值今年迄今已跌逾36%,目前本益比为22倍(此前约为35倍)。”
大众投行表示:“我们认为,投资者应该借此机会重新检视具有竞争优势和良好绩效的优质科技股。”
该机构维持科技业的“增持”评级。
(编译:陈慧珊)
http://www.theedgemarkets.com/article/%E5%A4%A7%E4%BC%97%E6%8A%95%E8%A1%8C%EF%BC%9A%E7%9B%8A%E7%BA%B3%E5%88%A9%E7%BE%8E%E6%98%8Cdo%E4%BC%B0%E5%80%BC%E6%9B%B4%E5%85%B7%E5%90%B8%E5%BC%95%E5%8A%9B
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