【行家论股】MyEG(MYEG,0138,主板科技股) 星火链网Q3贡献盈利
分析:马银行投资研究
目标价:1.28令吉
最新进展
MyEG(MYEG,0138,主板科技股)的中国星火链网,获得超过10万家公司注册,其中还包括中国前500强公司。
另外,基于疫情相关服务贡献下滑,可能导致盈利出现负增长,股价年初至今下跌28%。
行家建议
尽管MyEG的医疗服务收入料将下滑,但呼气测试设备仍可用于其他目的,或卖回给供应商。
随着外劳涌入我国,移民业务正改善,JPJ etesting平台也在最后阶段,将在第三季中期投入使用。
我们认为,市场过度低估移民业务复苏所带来的好处,以及来自交通和去中心化金融(DeFi)业务的增长潜力。
鉴于公司的星火链网将使交易速度加快、降低成本,以及提高透明度和安全性,已获得超过10万家公司注册,预计将在第三季首次为集团收入贡献,而到明年首季料将出现强劲增长。
另外,MyEG将通过Zetrix区块链营运,为每笔交易收取矿工费、数字ZTX代币销售,以及为区块链识别码(BID)、可验证凭证(VC)和电子签名平台收取费用,来增加DeFi业务收入。
我们预计,该业务收入将在今明后财年逐步增加1%、3%和10%,并已纳入预测里。
此外,MyEG持有35%即将上市的Agmo控股股权,将为集团估值提供上升空间;我们估计,MyEG的总投资额约为2.5亿令吉。
我们维持“买入”评级,及1.28令吉目标价。
MyEG股价走势04/08/22
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%91myeg-%E6%98%9F%E7%81%AB%E9%93%BE%E7%BD%91q3%E8%B4%A1%E7%8C%AE%E7%9B%88%E5%88%A9
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