南洋行家论股
【行家论股】正齐科技 业绩将强劲回升
分析：大众投行研究
目标价：2.57令吉
最新进展：
受到半导体需求走软影响，正齐科技（Mi，5286，主板科技股）2023财年首季净利遭腰斩，仅赚639万7000令吉；去年同期，该公司净赚1283万令吉。
营业额则按年下挫13.74%，报7684万6000令吉。
行家建议：
撇除外汇影响以及一次性损失，正齐科技2023财年首季的核心净利为640万令吉，低于我们与市场的预期，仅达全年预测的10%。
该公司表现不如预期，主要是设备和材料业务的贡献走低，影响赚幅。
尽管如此，我们依旧维持净利预测不变，主要是预计在新产品发布带动需求复苏的支撑下，下半年的业绩表现将强劲回升。
半导体设备业务方面，其专为移动和可穿戴部分设计的设备平台，以及随着公司引入新的人工智能生产线，预计将贡献今年营收。
此外，公司在韩国的高性能计算业务，预计将显著推高销售。
综合以上，我们维持“超越大市”，目标价2.57令吉不变。
https://www.enanyang.my/行家论股/【行家论股】正齐科技-业绩将强劲回升
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