【 HIGHTEC 7033 KUMPULAN H & L HIGH-TECH BERHAD 】美元走强、带动业绩?
说起科技相关的公司的,这家 Kumpulan H & L High-Tech Berhad(HIGHTEC、7033)应该是较为鲜少读者有听过的公司 。 但既然公司在该季中交出那么不错的业绩,我们就一同了解看 HIGHTEC 的业务到底是什么,以及公司有什么亮点值得至于。
首先,HIGHTEC 本身是属于一家控股公司;公司的旗下共有制造和买卖(“Manufacture & Trading”)、房地产投资(“Property Investment”)、棕榈树种植(“Plantation”)和房地产开发(“Property Development”)的业务,目前公司主要的收入来源仍是从其制造和买卖业务中而来。
作为参考,HIGHTEC 的制造和买卖业务主要围绕在摸具(“Mould、Die”)的设计和制造,公司本身也有提供金属精密零部件(“Precision Components”)的制造,以及注塑成型(“Plastic Injection Moulding”)等,而这些服务某程度来说是协助 EMS 领域的;从公司的官网来看,该业务所涵盖的领域包括汽车领域、消费者电子产品、工业、医疗等领域。
另外,HIGHTEC 的厂房中也设有不少知名品牌的注塑成型的设备,这些品牌中包括 Arburg、Fanuc、Neissei、Sumitomo 和 Toshiba 等。
#营业额比较(YoY 起 13.79%、QoQ 起 5.62%)
在该季(Q4)中,HIGHTEC 录得了 RM 6.8 Million 的营业额,其中约有 RM 4.1 Million 来自于公司的制造和买卖业务、RM 0.8 Million 来自于房地产投资(比如说出租产业)、RM 0.1 Million 来自于公司几年前发展的项目、以及最后的 RM 1.8 Million 则是来自于棕榈树种植的业务。
值得留意的是,在该季中公司的 3 块业务都全线按年上升,只有种植业务在鲜果串(“FFB”)价格下跌而稍微降低而已;其中制造和买卖业务主要是因为 USD/MYR 走强,同时,其塑料相关的订单也有所上涨,带动了这块业务的业绩表现,整体而言公司的业绩表现和去年同期比较是很不错的。
而在按季比较之下,公司则是没有提供过于详细的讯息,不过对比上个季度(Q3)的季报来看,USD/MYR 走强和塑料相关业务的订单带动了其制造和买卖业务的表现,从 RM 3.5 Million 提高至 RM 4.1 Million,但 FFB 价格的下跌也导致其种植业务的营业额从 RM 2.2 Million 下滑至 RM 1.8 Million 左右。
#税前盈利比较(YoY 跌 46.10%、QoQ 起105.25%)
虽然 HIGHTEC 在对比去年同期的营业额有所增长,不过在去年同期中公司有一个 RM 4.0 Million 左右的一次性盈利,而该盈利主要来自于库存股(“Treasury Share”)的销售,若是将该数额去除的话,公司的税前盈利(“PBT”)相差则是不足 RM 0.1 Million。
但是,以上的数据是还未纳入公司在该季中有一次性 RM 2.6 Million 的产业 Fair Value Gain 盈利计算的;以核心业务盈利来说,公司的盈利在按年比较之下仍是下滑的。
而对比上个季度的话,公司的种植业务的 PBT 从 RM 1.5 Million 下滑至 RM 0.9 Million,但所幸公司的制造和买卖业务仍有助于带动公司的 PBT,从 RM 2.3 Million 提高至 RM 4.8 Million 左右,不过如果剔除该 RM 2.6 Million 的计算的话,公司的实际盈利表现则是有所下滑。
#前景展望
其实 HIGHTEC 这家公司在市场中的透明度并不高,因此很多的资讯我们有时候没有办法获得,但以前景来说,公司的管理层提到明年将会是 “Very Challenging Year Ahead”,也就是说 HIGHTEC 接下来的业绩会有下滑的风险,读者们一定要注意这一点咯!
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#HIGHTEC
#EXEED
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https://klse.i3investor.com/web/blog/detail/exeedgroup/2022-12-23-story-h-302847239
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