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Author: Tan KW   |   Latest post: Fri, 22 Oct 2021, 8:04 AM

 

【行家论股/视频】美特工业 封锁放宽有利反弹

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https://youtu.be/df_f323BURI

分析:大众投行研究

目标价:2.85令吉

最新进展:

美特工业(MAGNI,7087,主板消费股)2022财年首季,净利按年下跌21.34%,至2104万6000令吉。

同时,首季营业额按年上扬4.65%至3亿556万6000令吉,主要是服装业务销量走高。

上财年同季,美特工业净赚2675万6000令吉,营业额取得2亿9198万7000令吉。

 

行家建议:

经调整一次性项目后,美特工业首季核心净利为2160万令吉,低于我们的预期,仅占全年预测的18%,归咎于在大马和越南严格的限制措施带来的冲击。

我们将2022至2024财年净利预测下调4至12%,以反映越南封锁时间长于预期,和运营成本走高的影响。

虽然预计下季盈利仍疲软,主要是越南封锁措施延长,但是我们认为,9月后封锁的放宽将对该公司有利,因为会减低对制造活动的扰乱。

据了解,美特工业正积极与客户接洽,期望在恢复运营后提高产量。

在越南的限制措施下,接下来季度业绩走弱是意料中事,不过长远来看,相信随着运动休闲服饰的日益普及,以及消费者对健康和健身意识的提高,会继续推动全球对运动服饰的需求。

综上所述,我们维持“超越大市”评级,但将目标价从2.95令吉,下调至2.85令吉。

 

 

https://www.enanyang.my/行家论股/【行家论股视频】美特工业-封锁放宽有利反弹

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Labels: MAGNI

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Chart Stock Name Last Change Volume 
MAGNI 2.12 +0.03 (1.44%) 93,500 

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