【行家论股】伟特机构(VITROX,0097,主板科技股) 产品有魅力前景佳
分析:大马投行研究
目标价:8.96令吉
最新进展
伟特机构(VITROX,0097,主板科技股)2022财年上半年的营业额持续强劲,主要是自动化电路板检查(ABI)的表现有所增长。
不过,随着机器视觉系统(MVS)的销售额有所下降,ABI在2022财年上半年营收比例增加至60%,而上财年同期仅为48%。
伟特机构
行家建议
随着中国放松封锁,料将提振伟特机构MVS的表现,但我们仍持谨慎态度,主要是中国手机移动市场有放缓趋势。
另外,该公司还需面对中国机器制造商的竞争,因为这些刚露头角的商家,能提供更为便宜的检测服务,这可能会降低该公司的MVS需求。
尽管如此,在通信和汽车领域不断增长的支撑下,市场对ABI的需求依然强劲。
截至今年7月15日,该公司的ABI订单已增至2.79亿令吉。
至于原材料上涨问题,该公司已策略性提高售价以减轻净利受侵蚀,而为了能长期提高售价,公司有意在产品添加新功能,当中也会使用旗下的数据分析平台作为辅助。
尽管公司仍面临多个下行风险,如人才和供应短缺、中国移动领域需求放缓,以及半导体市场走势下滑等,不过我们仍看好该公司,因为能够提供具有吸引力的产品。
综合以上,维持“买入”评级,但目标价从原先的9.89令吉,下调至8.96令吉。
伟特机构股价走势
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%E4%BC%9F%E7%89%B9%E6%9C%BA%E6%9E%84-%E4%BA%A7%E5%93%81%E6%9C%89%E9%AD%85%E5%8A%9B%E5%89%8D%E6%99%AF%E4%BD%B3
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