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Author: Tan KW   |   Latest post: Thu, 19 Sep 2019, 9:22 AM

 

艾尔软体 短线不利中长期乐观

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目标价:80仙

最新进展:

艾尔软体(ELSOFT,0090,主板科技股)截至首9月营业额和核心净利,分别年涨45.1%和69.8%,由精明设备二极管(LED)闪光测试器的高需求所驱动。

半导体晶圆厂设备支出降低,料导致明年半导体设备市场疲软。 

艾尔软体管理层指出,精明设备及汽车领域需求仍是公司净利主要贡献来源。

行家建议:

艾尔软体总值2600万令吉的最新订单料在末季或明年首季期间兑现,因此预估末季盈利将录得介于100万至500万令吉,并保持对全年高营业额与盈利预期。

不过,由于受晶圆厂设备支出降低影响,我们下砍艾尔软体明后2年盈利预测13.6%和2.6%。 

且基于市场疲弱,把本益比从25倍本下调到18倍,所以该股目标价也调低至80仙,评级下调到“卖出”评级。 

无论如何,我们对该公司中长期研发能力保持乐观,料新产品强劲需求有助催化。

http://www.enanyang.my/news/20181227/艾尔软体-短线不利中长期乐观/

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Labels: ELSOFT

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Chart Stock Name Last Change Volume 
ELSOFT 0.88 -0.01 (1.12%) 1,124,000 

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