南洋行家论股
【行家论股】Aurelius科技 转移成本提高赚幅
分析：Apex证券
目标价：2.45令吉
最新进展：
Aurelius科技（ATECH，5302，主板工业股）以1358万令吉，收购居林高科技园一片土地，以兴建新厂房；预计新厂将于2025财年首季营运。
该公司同时也建议私配10%股票，预计筹资7522万令吉，主要用于建造新厂、添购新生产线等用途。
行家建议：
我们在出席汇报会后了解到，Aurelius科技收到了4家，涉及物联网、高性能计算，和汽车领域知名客户的订单。
考虑到目前的生产线使用率已经爆满，该公司正需要建造新厂，以满足新客户的订单。
Aurelius科技目前厂房是每周7天运作，同时也开始引入外劳，提高产能，以赶订单进度。
该公司也成功将走高的成本转移给客户；因此预料未来的赚幅将会提高。
整体而言，我们对Aurelius科技的前景是乐观的；比较担心的是该公司的营收高度受到美元波动的影响，最近美元走弱或冲击公司接下来的盈利表现。
我们预计该公司新厂投产之后，2024财年盈利可以提高9.5%。
因此调高目标价至2.45令吉，维持“买入”评级。
https://www.enanyang.my/行家论股/【行家论股】aurelius科技-转移成本提高赚幅
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