南洋行家论股
东益电子 过度抛售可吸纳
目标价：5.60令吉
最新进展:
去年北美的高档智能手机需求走弱，将导致手机产量减少。
预计东益电子（GTRONIC，7022，主板科技股）感应器需求也会在3月至7月受到冲击。
然而，随着业者会在9月推出新智能手机，该公司的需求将重拾动力。
行家建议:
我们预计，东益电子次季的净利会疲弱，并将2018财年的光传感器销售预测下修18%。
未来，我们也将2019/2020财年的光传感器销售预测调低6至9%。
为了反映我们保守看待该股的净利表现，预测在低端。
展望未来，我们也谨慎看待高档智能手机的需求，因竞争加剧，特别是来自中国智能品牌的竞争，包括华为、Vivo和OPPO。
无论如何，市场近期过度抛售该股，股价年初迄今已经下挫32%，故将评级上调至“买进”，意味着尚有25%的上涨空间。
http://www.enanyang.my/news/20180413/东益电子br-过度抛售可吸纳/
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