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Author: ahbi   |   Latest post: Mon, 21 Dec 2020, 9:14 AM

 

[转贴]阿笔谈股系列38-浅谈PIE (2)- 新客户新希望

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This article first appeared in Investips.my Blog on Aug 6, 2020.

 

阿笔之前曾分享PIE于21/5/2019.

http://investips.my/2019/05/21/%e9%98%bf%e7%ac%94%e8%b0%88%e8%82%a1%e7%b3%bb%e5%88%9727-%e6%b5%85%e8%b0%88%e5%b9%bf%e5%ae%87%e5%b7%a5%e4%b8%9a-pie-%e4%b8%ad%e7%be%8e%e8%b4%b8%e6%98%93%e6%88%98/

 

中美关系不稳定,预计未来会有一些中国生产线转向其他国家如东南亚。

https://asia.nikkei.com/Economy/Trade-war/Apple-weighs-15-30-capacity-shift-out-of-China-amid-trade-war

 

PIE巳经投入RM50M提升厂房,以便应付未来订单需求。

https://www.thestar.com.my/business/business-news/2020/04/27/pie-to-build-prototype-electronic-products-for-key-customer#:~:text=GEORGE%20TOWN%3A%20PIE%20Industrial%20Bhd,order%20(MCO)%20is%20lifted.

 

催化

中美关系不稳定,更多生产线转向东南亚

新客户增加订单

 

风险

科技产品需求减少

马币对美元汇率走强

PIE RM1.54/share, 市值RM591M,  P/E 18.2, P/B 1.32, ROE 7.23%

 

注:阿笔个人持有该公司股份,但并非该公司董事,顾问或员工。以上投资分析,纯属阿笔个人意见和观点。任何人因看此文章而造成任何投资损失,阿笔恕不负责。

免责声明:以上言论纯属读者分享,并没有任何买卖建议,或推高股压低价的其他企图,怒本网站不对你的盈亏负任何责任,谢谢

 

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