【 ATAIMS(8176)ATA IMS Berhad 】仍在逆境中力争上游的 EMS 公司
因 Andy Hall 事件而不幸丢失主要客户 Dyson 的 ATAIMS(8176),在该季中公布了 RM 220.4 Million 的营业额,而亏损则是在 RM 3.1 Million 左右。
那么展望未来,ATAIMS 到底有没有机会 “翻盘” 呢?
今天我们将一同探讨该公司的业绩表现。
在季报的 Part B 中,管理层明确表示在 2023 中其营业额对比2022 预计会锐减 60.0% 左右;当然其中的主要原因是因为占据公司过去约 80.0% 左右的 Dyson 和 ATAIMS 终止了合作协议,进而导致公司的业绩下滑。
很显然,公司的营业额按季和按年的表现均有下滑也是因为相同的因素,其中管理层有提到的一点就是因为客户的流失,因此部分的厂房空置,而这些固定开销也都造就了公司的亏损。
但有趣的是,ATAIMS 在 FY 2023 6M 中共有 RM 140.6 Million 的净经营现金收入,而这主要是因为在公司重新整合后,公司将多出来的原料库存全部归还给客户和供应商,并且公司也目前在和客户商讨将 WIP 和完成品全部交付给客户,预计接下来公司会有更多的经营现金流入账。
除此之外,ATAIMS 有近半的厂房和仓库也已经停止运作,并且已经将其归还给其业主;同时,公司也在出售其制造设备中,预计在完成后,公司手头上会有更多的现金流以为未来准备。
而在该季中,我们也看到公司的亏损从去年同期的 RM 11.2 Million 降至 RM 3.1 Million,对比上个季度(FY 2023 Q1)的 RM 15.3 Million 亏损也明显有了收窄的情况,甚至如果我们以税前净利(“PBT”)计算的话,公司在该季中的 PBT 是呈正数的。
以此推算,未来的 ATAIMS 或许会重整旗鼓,将其产能和资源进行一个大整合再重新出发;但当然对于公司的估值而言,肯定会打折扣了。
只要公司持续将亏损收窄和降低成本,相信还是会有翻身的一天的。
读者们怎么看待现在的 ATAIMS 呢?
- 与 Exeed Group 开设股票户口:https://bit.ly/3d4fjav
- 加入 Exeed Group 的大家庭:https://bit.ly/3Bt3cx7
Disclaimer: Exeed Group accepts no liability whatsover for any direct or consequential loss arising from any use of content here.
#ATAIMS
#EXEED
#BURSA
https://klse.i3investor.com/web/blog/detail/exeed/2022-11-28-story-h-304724194
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