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Author: Tan KW   |   Latest post: Mon, 25 Jan 2021, 10:39 PM

 

【行家论股/视频】益纳利美昌 维持3年盈利预测

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https://youtu.be/rfEBIHdtmu8

分析:马银行投行研究 

目标价:3.40令吉 

最新进展: 

益纳利美昌(INARI,0166 ,主板科技股)在2021财年首季,净赚7007万令吉,按年大起46.8%,并宣布派息2仙。 

首季营业额年涨9.8%,至3亿4762万1000令吉。 

每股2仙的中期股息,将在下月15日除权,支付日在明年1月8日。

 

行家建议: 

益纳利美昌2021财年首季核心净利,符合我们和市场的预期,分别占全年预测的24%和30%。 

首季净利增长强劲,归功于射频(RF)产品销量增加,在首季贡献了55%营业额;此外,较低的实际公司税率也有助力。

我们维持2021至2023财年的盈利预测,不过,短期的盈利增长有多项推动力,例如来自美国晶片大厂博通的射频滤波器订单会增加,SiP生产线将增加至22条。

短期的盈利增长惊喜,将来自射频的订单高于预期;至于长期展望,主要来自并购、推出新产品,及取得新客户。 

长远来看,公司计划分散营收来源至射频以外的业务,降低客户高度集中的风险。

我们维持3.40令吉的目标价,相等于36倍本益比,比均值高2个标准差,因为近期盈利增长潜力强大。

 

 

https://www.enanyang.my/行家论股/【行家论股视频】益纳利美昌-维持3年盈利预测

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Labels: INARI

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Chart Stock Name Last Change Volume 
INARI 3.15 -0.08 (2.48%) 22,511,300 

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