https://www.enanyang.my/财经新闻/马股下半年拨云见日-4大投资主题值得关注

Prospect:

company with potential of growth especially on their medical segment. They will kick start production for new product which will contribute to the revenue stream. They are looking at double digit growth in FY2021 (See note below)

awesome20 @ LHI main core biz not telur la

Business :

*****UNIQUE Products

Manufacturing of cable and wire for ***medical devices***, automotive and electrical appliances. They are OEM for leading companies like Edward Lifescience and Denmark Ambu. The real gem in the company is Supercomal Medical Products, SMP that manufactures cable for*** medical devices***. Their products have gained European CE marking and US FDA certification. These certifications are extremely important for selling to Europe and North America market. It is another company with Taiwanese board of directors.

LHI’s 1Q21 core net profit of RM72.0m (QoQ: +41.7%; YoY: +222.8%) beat expectations, accounting for 41.7-46.5% of consensus and our full-year estimates. The positive results surprise was due mainly to stronger-than expected livestock prices in Malaysia and Indonesia, as well as better-than expected contribution from Singapore operations. We raise our FY21-22 core net profit forecasts by 5.9% and 4.8%, mainly to account for higher selling price assumptions for broiler chickens and DOC in Malaysia and Indonesia. Maintain BUY rating with a higher TP of OVER RM0.90 (from RM0.76 previously), to reflect an upward revision to our core net profit forecasts and the roll-forward of our valuation base year.

QES Group Bhd (Trading Buy)

• QES manufactures and distributes automated test equipment used in semiconductor manufacturing.

• They have a wide range of product line covering wafer inspection, post-wafer probing, post-dicing, wafer sorting and handling, as well as wafer packing and unpacking.

• In their recent 1QFY21 earnings, QES reported a record PAT of RM6.9m (since listing in 2017) supported by stronger margins and volume growth.

• From a technical standpoint, QES is on a strong uptrend and yesterday’s retracement to the 20EMA line serves as a good level to accumulate in anticipation for a rebound.

• We think a rebound to its immediate resistance of RM0.90 (R1; 8% upside) is plausible with further potential to retest its peak of RM0.975 (R2; 17% upside)

• Our stop loss price is set at RM0.78 (or 6.5% downside); slightly below support of RM0.80.

alo Putrajaya666@ u ada hold PMBTECH kah ???? if not pls get out.
FYI I am hold a lot @2.70
*****************anywhere In Malaysia, Metallic silicon only produce by PMBTECH.

马股下半年拨云见日 4大投资主题值得关注 - https://www.enanyang.my/财经新闻/马股下半年拨云见日-4大投资主题值得关注 (Share from StockHunter)

Actually MYEG is not related to political issues & MYEG is mainly government projects, MYEG is expanding their business to overseas and don’t too depend on Malaysia gov.

Global info

Daily technical highlights – (QES
Author: kiasutrader | Publish date: Fri, 9 Jul 2021, 9:42 AM



QES Group Bhd (Trading Buy)

• QES manufactures and distributes automated test equipment used in semiconductor manufacturing.

• They have a wide range of product line covering wafer inspection, post-wafer probing, post-dicing, wafer sorting and handling, as well as wafer packing and unpacking.

• In their recent 1QFY21 earnings, QES reported a record PAT of RM6.9m (since listing in 2017) supported by stronger margins and volume growth.

• From a technical standpoint, QES is on a strong uptrend and yesterday’s retracement to the 20EMA line serves as a good level to accumulate in anticipation for a rebound.

• We think a rebound to its immediate resistance of RM0.90 (R1; 8% upside) is plausible with further potential to retest its peak of RM0.975 (R2; 17% upside)

• Our stop loss price is set at RM0.78 (or 6.5% downside); slightly below support of RM0.8

PMBTECH - Silicon Metal

Increasing Demand from Semiconductor Application

**Silicon is commonly used as a semiconductor in electronics: devices, such as printed circuit boards, transistors, integrated circuits, and many more, due to its properties that help in achieving the desired conductive efficiency.

**Silicon conducts electricity under some conditions and acts as an insulator under others.

**Silicon’s electrical properties can be modified through a process called doping. These characteristics make it an ideal material for making transistors, which amplify electrical signals.

**Silicon wafer is the most common type of electronic component that is used in numerous electronic devices.

**Silicon possesses a moderate energy bandgap of 1.12eV at 0 K. This makes silicon a stable element compared to germanium and reduces the chance of leakage current.

**Global semiconductor sales stood at USD 439 billion in 2020 due to the growing demand for chips across the markets.

**In recent times, research has been conducted in the field of silicon photonics, which combines photonics and electronics to create ultra-fast optical data processing.

**Owing to the aforementioned reasons, the usage of silicon metals in semiconductor applications is increasing globally.
08/07/2021 2

Key market trends 2021

Increasing Demand from Semiconductor Application

**Silicon is commonly used as a semiconductor in electronics: devices, such as printed circuit boards, transistors, integrated circuits, and many more, due to its properties that help in achieving the desired conductive efficiency.

**Silicon conducts electricity under some conditions and acts as an insulator under others.

**Silicon’s electrical properties can be modified through a process called doping. These characteristics make it an ideal material for making transistors, which amplify electrical signals.

**Silicon wafer is the most common type of electronic component that is used in numerous electronic devices.

**Silicon possesses a moderate energy bandgap of 1.12eV at 0 K. This makes silicon a stable element compared to germanium and reduces the chance of leakage current.

**Global semiconductor sales stood at USD 439 billion in 2020 due to the growing demand for chips across the markets.

**In recent times, research has been conducted in the field of silicon photonics, which combines photonics and electronics to create ultra-fast optical data processing.

**Owing to the aforementioned reasons, the usage of silicon metals in semiconductor applications is increasing globally.

Market Overview
The silicon metal market was valued at over 2.9 million ton in 2020, and the market is projected to register a CAGR of 4% during the forecast period (2021-2026).

COVID-19 has affected both the demand and supply of silicon all around the world. Due to restrictions, there could not be a regular material supply, while most of the silicon metal plants stopped production temporarily. The price reversal due to COVID-19 and the recent commerce imposition of preliminary duties on all silicon metal imports may further affect the market negatively.

Over the mid-term, one of the major factors driving the market studied is the increasing demand for aluminum-silicon alloys.
The high cost of production is expected to hinder the growth of the market studied.
In the short and long run, there is no visible option to reduce the cost of silicon metal production, as the implementations on taxes are increasing over time.
Asia-Pacific dominated the market across the world, with the largest consumption from countries, such as China and India.

Fly fly fly

（吉隆坡5日讯）杰冯科技（JFTECH，0146，创业板）宣布，独资子公司-JF Microtechnology私人有限公司在大马、美国及菲律宾，获颁6项新专利。

在这6项专利当中，有3项是由大马智慧财产权局所颁发，2项美国的专利，以及1项来自菲律宾的专利。

其中2项专利与5G应用的高频率综合积成电路（IC）测试接触解决方案相关，而其馀4项专利则与汽车应用积成电路测试接触解决方案有关。

杰冯科技董事经理拿督冯伟强透露，公司了解知识产权的重要性，这些年来持续投资在研发方面开创知识产权。杰冯科技在多个国家提交68项专利的申请，其中33项已经成功取得，另外还有35项等待批准。

截至下午3点，杰冯科技涨7仙或5.30%，至1.39令吉。

Accumulating more

（吉隆坡5日讯）杰冯科技（JFTECH，0146，创业板）宣布，子公司获得6项5G和汽车测试应用相关的新专利。

上述专利由独资子公司JF Microtechnology私人有限公司获得。

该集团今日向马交所报备，6项新专利有3项来自我国、2项来自美国，和1项来自菲律宾。

文告透露，6项新专利中的2项，涉及主要用于5G应用的高频集成电路（IC）测试接触解决方案的发明。

其余4项则涉及与汽车应用的IC测试接触解决方案的发明。

此外，该集团也在2021财年另外申请5项专利。

杰冯科技董事经理拿督冯伟强透露，该集团正在各国共申请68项专利，其中33项已获得批准，其余35项正在审批中。

OTHERS JF TECHNOLOGY BERHAD ("JF TECH" OR "COMPANY") - JF TECH GRANTED ANOTHER 6 NEW PATENTS FOR 5G & AUTOMOTIVE TESTING APPLICATIONS; FURTHER ENHANCING ITS INTELLECTUAL PROPERTIES

JF TECHNOLOGY BERHAD


Description JF TECHNOLOGY BERHAD ("JF TECH" OR "COMPANY") - JF TECH GRANTED ANOTHER 6 NEW PATENTS FOR 5G & AUTOMOTIVE TESTING APPLICATIONS; FURTHER ENHANCING ITS INTELLECTUAL PROPERTIES
The Board of Directors of JF Tech is pleased to announce that the Company's wholly-owned subsidiary, JF Microtechnology Sdn. Bhd. (“JFM”) has received a certificate of grant of a patent for six (6) new inventions from across the globe for financial year 2021. Out of which, two (2) patents are related to invention of high frequency integrated circuit (“IC”) test contacting solution mainly for RF/5G/mmWave applications and four (4) patents are related to invention of IC test contacting solution for automotive/high power applications. JFM has also filed for another five (5) patents in financial year 2021.



In total, JFM has thirty-three (33) patents granted with thirty-five (35) patents pending in various countries. Out of the thirty-three (33) patents granted, twenty (20) patents are for high frequency mainly for 5G testing applications and thirteen (13) patents are for automotive testing applications. JFM will continue to innovate and invest to lead in the creation of intellectual properties for growth of industries that will contribute positively to JFM’s earning.



Please refer to the press statement on “JF TECH GRANTED ANOTHER 6 NEW PATENTS FOR 5G & AUTOMOTIVE TESTING APPLICATIONS; FURTHER ENHANCING ITS INTELLECTUAL PROPERTIES” as attached.



This announcement is dated 5 July 2021.

Tomorrow 1.50

Tomorrow 2.50

Tomorrow 3.50

Fundamental n netcash

https://www.facebook.com/groups/726842394052430/permalink/5733345963402023/?sfnsn=wa

Be patient & will moving soon

insas is undervalued counter.

NTA (RM)
: 2.960

(i) INARI (OUTPERFORM, TP: RM4.00). Inari recorded an all-time high third quarter earnings for 3QFY21. We expect subsequent quarterly earnings in 4QFY21 to remain satisfactory, on track to achieve our FY21E CNP of RM280.5m. The smartphone market continues to enjoy tailwinds, lifted by the overall demand surge in end-point devices among consumers amid the prolonged work-from-home trend. As the chip shortage continues to send MNCs scrambling for floor space, Inari is constantly receiving enquiries as the group still has 480k sq. ft. of unutilised space in its P34 plant to welcome potential customers. Inari is currently in discussion with three potential MNC customers where two of them are exhibiting high probability of success.

Source: Kenanga Research - 1 Jul 2021

(i) INARI (OUTPERFORM, TP: RM4.00). Inari recorded an all-time high third quarter earnings for 3QFY21. We expect subsequent quarterly earnings in 4QFY21 to remain satisfactory, on track to achieve our FY21E CNP of RM280.5m. The smartphone market continues to enjoy tailwinds, lifted by the overall demand surge in end-point devices among consumers amid the prolonged work-from-home trend. As the chip shortage continues to send MNCs scrambling for floor space, Inari is constantly receiving enquiries as the group still has 480k sq. ft. of unutilised space in its P34 plant to welcome potential customers. Inari is currently in discussion with three potential MNC customers where two of them are exhibiting high probability of success.

Source: Kenanga Research - 1 Jul 2021

Luckily I was ran on last Dec

随著各大医疗跨国公司扩大在大马的足迹，其中包括Abbott、B.Braun、Boston Scientific和Ambu等在内的30多家生产医疗器械的跨国公司已在大马建立离岸制造基地，预期神通科技 SCOMNET 0001将受益于这些医疗器械公司在槟城投资的经济溢出效应。

“根据IQIVIA数据显示，预计全球医疗器械销售额在2019至2023年将以5.8%年复合成长率增长。

luckily i was ran first on last Dec.....

Buy Insas

马来亚投行称金发女朗幸福日子结束
风光不再大幅调低手套股目标价格
02/07/2021
手套业＂金发女郎幸福日子＂不再有？马来亚投资银行指出，手套平均售价（ASP）在今年上半年＂触顶＂，随新冠疫苗接种率提高，售价开始滑坡，手套股最风光日子一去不复返。

马来亚投行最新报告指出，手套集团盈利上涨趋势出现掉头，因为手套平均售价滑跌的速度，比预期更快。

「平均售价滑跌，意味手套集团盈利滑跌，主要是受供应大幅增加，疫苗接种率提高，以及行业竞争激烈，最风光的日子不再有。」

该行分析员指出，手套集团更面对全球环境，社会及监管标准的压力，估值会因此滑落。

贺特佳(HARTA 5168)最近向分析员举行汇报时透露，手套平均售价在下个月会进一步滑跌。

根据一家国际会计楼报告指出，丁腈手套平均售价将在2023年时下跌52%至59%之间，每1000只手套售价是35美元至20美元之间。相比目前的每1000只手套US$85/US$42.70。

马来亚投行调低高产柅品（KOSSAN）和顶级手套（TOPGLOVE）评级至＂观望＂，不过维持贺特佳（HARTA）的＂买进＂评级。
该行将贺特佳目标价由RM13.10调低至RM9.80，高产柅品目标价格由RM5.25调低至RM3.20。
顶级手套目标价格也由RM4.51调低至RM3.98。
高产柅品股价今午报RM3.11，顶级手套报RM4.03，贺特佳报RM4.02。

马来亚投行称金发女朗幸福日子结束
风光不再大幅调低手套股目标价格
02/07/2021

手套业＂金发女郎幸福日子＂不再有？马来亚投资银行指出，手套平均售价（ASP）在今年上半年＂触顶＂，随新冠疫苗接种率提高，售价开始滑坡，手套股最风光日子一去不复返。

马来亚投行最新报告指出，手套集团盈利上涨趋势出现掉头，因为手套平均售价滑跌的速度，比预期更快。

「平均售价滑跌，意味手套集团盈利滑跌，主要是受供应大幅增加，疫苗接种率提高，以及行业竞争激烈，最风光的日子不再有。」

该行分析员指出，手套集团更面对全球环境，社会及监管标准的压力，估值会因此滑落。

贺特佳(HARTA 5168)最近向分析员举行汇报时透露，手套平均售价在下个月会进一步滑跌。

根据一家国际会计楼报告指出，丁腈手套平均售价将在2023年时下跌52%至59%之间，每1000只手套售价是35美元至20美元之间。相比目前的每1000只手套US$85/US$42.70。

马来亚投行调低高产柅品（KOSSAN）和顶级手套（TOPGLOVE）评级至＂观望＂，不过维持贺特佳（HARTA）的＂买进＂评级。

该行将贺特佳目标价由RM13.10调低至RM9.80，高产柅品目标价格由RM5.25调低至RM3.20。

顶级手套目标价格也由RM4.51调低至RM3.98。

高产柅品股价今午报RM3.11，顶级手套报RM4.03，贺特佳报RM4.02。

马来亚投行称金发女朗幸福日子结束
风光不再大幅调低手套股目标价格
02/07/2021

手套业＂金发女郎幸福日子＂不再有？马来亚投资银行指出，手套平均售价（ASP）在今年上半年＂触顶＂，随新冠疫苗接种率提高，售价开始滑坡，手套股最风光日子一去不复返。

马来亚投行最新报告指出，手套集团盈利上涨趋势出现掉头，因为手套平均售价滑跌的速度，比预期更快。

「平均售价滑跌，意味手套集团盈利滑跌，主要是受供应大幅增加，疫苗接种率提高，以及行业竞争激烈，最风光的日子不再有。」

该行分析员指出，手套集团更面对全球环境，社会及监管标准的压力，估值会因此滑落。

贺特佳(HARTA 5168)最近向分析员举行汇报时透露，手套平均售价在下个月会进一步滑跌。

根据一家国际会计楼报告指出，丁腈手套平均售价将在2023年时下跌52%至59%之间，每1000只手套售价是35美元至20美元之间。相比目前的每1000只手套US$85/US$42.70。

马来亚投行调低高产柅品（KOSSAN）和顶级手套（TOPGLOVE）评级至＂观望＂，不过维持贺特佳（HARTA）的＂买进＂评级。

该行将贺特佳目标价由RM13.10调低至RM9.80，高产柅品目标价格由RM5.25调低至RM3.20。

顶级手套目标价格也由RM4.51调低至RM3.98。

高产柅品股价今午报RM3.11，顶级手套报RM4.03，贺特佳报RM4.02。

马来亚投行称金发女朗幸福日子结束
风光不再大幅调低手套股目标价格
02/07/2021

手套业＂金发女郎幸福日子＂不再有？马来亚投资银行指出，手套平均售价（ASP）在今年上半年＂触顶＂，随新冠疫苗接种率提高，售价开始滑坡，手套股最风光日子一去不复返。

马来亚投行最新报告指出，手套集团盈利上涨趋势出现掉头，因为手套平均售价滑跌的速度，比预期更快。

「平均售价滑跌，意味手套集团盈利滑跌，主要是受供应大幅增加，疫苗接种率提高，以及行业竞争激烈，最风光的日子不再有。」

该行分析员指出，手套集团更面对全球环境，社会及监管标准的压力，估值会因此滑落。

贺特佳(HARTA 5168)最近向分析员举行汇报时透露，手套平均售价在下个月会进一步滑跌。

根据一家国际会计楼报告指出，丁腈手套平均售价将在2023年时下跌52%至59%之间，每1000只手套售价是35美元至20美元之间。相比目前的每1000只手套US$85/US$42.70。

马来亚投行调低高产柅品（KOSSAN）和顶级手套（TOPGLOVE）评级至＂观望＂，不过维持贺特佳（HARTA）的＂买进＂评级。

该行将贺特佳目标价由RM13.10调低至RM9.80，高产柅品目标价格由RM5.25调低至RM3.20。

顶级手套目标价格也由RM4.51调低至RM3.98。

高产柅品股价今午报RM3.11，顶级手套报RM4.03，贺特佳报RM4.02。

马来亚投行称金发女朗幸福日子结束
风光不再大幅调低手套股目标价格
02/07/2021

手套业＂金发女郎幸福日子＂不再有？马来亚投资银行指出，手套平均售价（ASP）在今年上半年＂触顶＂，随新冠疫苗接种率提高，售价开始滑坡，手套股最风光日子一去不复返。

马来亚投行最新报告指出，手套集团盈利上涨趋势出现掉头，因为手套平均售价滑跌的速度，比预期更快。

「平均售价滑跌，意味手套集团盈利滑跌，主要是受供应大幅增加，疫苗接种率提高，以及行业竞争激烈，最风光的日子不再有。」

该行分析员指出，手套集团更面对全球环境，社会及监管标准的压力，估值会因此滑落。

贺特佳(HARTA 5168)最近向分析员举行汇报时透露，手套平均售价在下个月会进一步滑跌。

根据一家国际会计楼报告指出，丁腈手套平均售价将在2023年时下跌52%至59%之间，每1000只手套售价是35美元至20美元之间。相比目前的每1000只手套US$85/US$42.70。

马来亚投行调低高产柅品（KOSSAN）和顶级手套（TOPGLOVE）评级至＂观望＂，不过维持贺特佳（HARTA）的＂买进＂评级。

该行将贺特佳目标价由RM13.10调低至RM9.80，高产柅品目标价格由RM5.25调低至RM3.20。

顶级手套目标价格也由RM4.51调低至RM3.98。

高产柅品股价今午报RM3.11，顶级手套报RM4.03，贺特佳报RM4.02。

马来亚投行称金发女朗幸福日子结束
风光不再大幅调低手套股目标价格
02/07/2021

手套业＂金发女郎幸福日子＂不再有？马来亚投资银行指出，手套平均售价（ASP）在今年上半年＂触顶＂，随新冠疫苗接种率提高，售价开始滑坡，手套股最风光日子一去不复返。

马来亚投行最新报告指出，手套集团盈利上涨趋势出现掉头，因为手套平均售价滑跌的速度，比预期更快。

「平均售价滑跌，意味手套集团盈利滑跌，主要是受供应大幅增加，疫苗接种率提高，以及行业竞争激烈，最风光的日子不再有。」

该行分析员指出，手套集团更面对全球环境，社会及监管标准的压力，估值会因此滑落。

贺特佳(HARTA 5168)最近向分析员举行汇报时透露，手套平均售价在下个月会进一步滑跌。

根据一家国际会计楼报告指出，丁腈手套平均售价将在2023年时下跌52%至59%之间，每1000只手套售价是35美元至20美元之间。相比目前的每1000只手套US$85/US$42.70。

马来亚投行调低高产柅品（KOSSAN）和顶级手套（TOPGLOVE）评级至＂观望＂，不过维持贺特佳（HARTA）的＂买进＂评级。

该行将贺特佳目标价由RM13.10调低至RM9.80，高产柅品目标价格由RM5.25调低至RM3.20。

顶级手套目标价格也由RM4.51调低至RM3.98。

高产柅品股价今午报RM3.11，顶级手套报RM4.03，贺特佳报RM4.02。

马来亚投行称金发女朗幸福日子结束
风光不再大幅调低手套股目标价格
02/07/2021

手套业＂金发女郎幸福日子＂不再有？马来亚投资银行指出，手套平均售价（ASP）在今年上半年＂触顶＂，随新冠疫苗接种率提高，售价开始滑坡，手套股最风光日子一去不复返。

马来亚投行最新报告指出，手套集团盈利上涨趋势出现掉头，因为手套平均售价滑跌的速度，比预期更快。

「平均售价滑跌，意味手套集团盈利滑跌，主要是受供应大幅增加，疫苗接种率提高，以及行业竞争激烈，最风光的日子不再有。」

该行分析员指出，手套集团更面对全球环境，社会及监管标准的压力，估值会因此滑落。

贺特佳(HARTA 5168)最近向分析员举行汇报时透露，手套平均售价在下个月会进一步滑跌。

根据一家国际会计楼报告指出，丁腈手套平均售价将在2023年时下跌52%至59%之间，每1000只手套售价是35美元至20美元之间。相比目前的每1000只手套US$85/US$42.70。

马来亚投行调低高产柅品（KOSSAN）和顶级手套（TOPGLOVE）评级至＂观望＂，不过维持贺特佳（HARTA）的＂买进＂评级。

该行将贺特佳目标价由RM13.10调低至RM9.80，高产柅品目标价格由RM5.25调低至RM3.20。

顶级手套目标价格也由RM4.51调低至RM3.98。

高产柅品股价今午报RM3.11，顶级手套报RM4.03，贺特佳报RM4.02。

https://9shares.my/%E9%A9%AC%E6%9D%A5%E4%BA%9A%E6%8A%95%E8%A1%8C%E7%A7%B0%E9%87%91%E5%8F%91%E5%A5%B3%E6%9C%97%E5%B9%B8%E7%A6%8F%E6%97%A5%E5%AD%90%E7%BB%93%E6%9D%9F-%E9%A3%8E%E5%85%89%E4%B8%8D%E5%86%8D%E5%A4%A7%E5%B9%85/

Press Release

Global Silicon Metal Market | 2021-2027 | Expected to Reach USD 7830.3 Million and Growing at CAGR of 6.6%

Published: July 1, 2021 at 4:26 a.m. ET

Silicon Metal Market Size 2021-2027 presents detailed competitive analysis including the market Share, Size, Future scope. This study categorizes the global Health and Safety Products breakdown data by manufacturers, region, type and applications, also analyzes the market drivers, opportunities and challenges. Pre & Post COVID-19 Impact Covered in this Report. Global Silicon Metal Market size valued at USD 5008.7 million in 2020 and is projected to reach USD 7830.3 million by 2027, at a CAGR of 6.6 During Forecast Period (2021-2027).

The MarketWatch News Department was not involved in the creation of this content.

Jul 01, 2021 (The Expresswire) -- "Final Report will add the analysis of the impact of COVID-19 on this Silicon Metal industry."

Global "Silicon Metal Market" (2021-2027) report provides an in-depth market evaluation by highlighting information on various aspects covering global drivers, barriers, opportunities, threats and markets including progress trends, competitive landscape analysis, and expansion status of key regions. This report is a comprehensive numerical analysis of the Silicon Metal industry and provides data to make strategies for increasing market growth and success. The report also estimates market size, Price, Revenue, margin of profit and Silicon Metal Market Share, cost structure and growth rates for decision making.

Get a Sample PDF of the Report at- https://www.researchreportsworld.com/enquiry/request-sample/18182036

3利好扶持 半导体业突围可期
Author: Tan KW | Publish date: Thu, 1 Jul 2021, 7:33 PM

神通科技（SCOMNET,0001) TP RM2.50

（吉隆坡1日讯）摩根大通指出，由于大马具有稳定且廉价的电力供应，加上丰富的人才及强大的物流基础设施，将使半导体出口业者在全球生产网络中脱颖而出。

该行预期，大马的小中资本指数（SMID）2年复合成长率（CAGR）将超过25%，其中更是点名4家主要半导体业者。

这4家半导体公司分别为UWC公司（UWC,5292,主板科技组）、前研科技集团（FRONTKN,0128,主板科技组）、阁代科技（GREATEC,0208,主板科技组）和神通科技（SCOMNET,0001,创业板医疗保健组）。

摩根大通表示，继半导体行业2020年按年增长7%之后，预计强劲的供需支撑下，2020至2023年的3年复合成长率为9.1%；同时指出，受冠病和地缘政治风险影响，半导体的库存水平预计将保持在正常水平之上，半导体业在2022年内修正的可能性较低。

该行指出，随著传统制造商和初创公司都公布了明确的计蓝图，对电动汽车的需求继续加速增长，预期将带动阁代科技。

根据该行的电池研究团队的报告指出，整体的电动汽车销量将从目前的730万辆，在2030年扩大至4150万辆，其中纯电动车（BEV）和（混合动力电动汽车）（HEV）将分别从220万辆和110万辆，上升至2200万辆和1900万辆。

该行也认为，全球的太阳能採用率增加，预期阁代科技将从美国第一太阳能（First Solar）扩展产能中受惠。

随著各大医疗跨国公司扩大在大马的足迹，其中包括Abbott、B.Braun、Boston Scientific和Ambu等在内的30多家生产医疗器械的跨国公司已在大马建立离岸制造基地，预期神通科技将受益于这些医疗器械公司在槟城投资的经济溢出效应。

“根据IQIVIA数据显示，预计全球医疗器械销售额在2019至2023年将以5.8%年复合成长率增长。”

另外，摩根大通认为，大马的半导体业者除了将受利于全球的半导体增长趋势以外，大马较低的电力成本，人才和基础建设将使得这些业者能够提供高质量和具有成本竞争力的制造服务，从而吸引和保留更多跨国公司的订单。

该行指出，大马在世界经济论坛（WEF）的2019年全球竞争力指数中排名第27位，超过邻近的东盟国家，仅次于全球排名第一的新加坡

cheers, Next week >RM1.00

Inari Amertron Berhad is not owned by hedge funds. The company's largest shareholder is Insas Berhad, with ownership of 16%. Meanwhile, the second and third largest shareholders, hold 10% and 8.9%, of the shares outstanding, respectively. Furthermore, CEO Kean Lau is the owner of 1.2% of the company's shares.

On further inspection, we found that more than half the company's shares are owned by the top 9 shareholders, suggesting that the interests of the larger shareholders are balanced out to an extent by the smaller ones.

Inari Amertron Berhad is not owned by hedge funds. The company's largest shareholder is Insas Berhad, with ownership of 16%. Meanwhile, the second and third largest shareholders, hold 10% and 8.9%, of the shares outstanding, respectively. Furthermore, CEO Kean Lau is the owner of 1.2% of the company's shares.

On further inspection, we found that more than half the company's shares are owned by the top 9 shareholders, suggesting that the interests of the larger shareholders are balanced out to an extent by the smaller ones.

Strong in Feedmill biz & supply feed materials to contract farming - pig & layer & broiler chickens .
Feedmill biz are expanding especially in Indonesia & Vietnam feedmill plants

LHI strength: Biggest & specialist in Broiler n Layer DOC are one-day-old chicks production. Many big player like QL & Huat Lai depends LHI to suppiy DOC

TP 目标价：6.20令吉

https://klse.i3investor.com/blogs/nanyang_stock_expert/2021-06-29-story-h1567113849.jsp

分析：大华继显研究

目标价：6.20令吉

最新进展

腾达科技（PENTA，7160，主板科技股）最新累积订单高达2.35亿令吉，比去年大部分时候多18%。




行家建议

该公司光电业务首季增长51%，归功于配上新科技的原型机带动，且将迈入大量生产，我们估计经过去年的酝酿，该业务将成为关键的增长动力。

我们相信最坏的情况都留在去年了，从今年初开始，腾达科技已逐渐恢复跨境项目现场安装业务，且设备市场情绪逐渐改善，该公司迎来了订单流入势头。

鉴于晶片的短缺全面影响半导体领域，该领域正处于一个超级周期。

另外，腾达科技正处于高增长阶段，且营业额基础良好，有结构性地多元化在光电与汽车业务。

尽管有短期逆风，但我们相信，除了多层陶瓷电容器组装和测试处理设备业务，该公司将继续受益于产品多元化，如碳化硅为主的解决方案、绝缘栅双极晶体管，及交流与直流电源逆变器。

我们维持“买入”评级和6.20令吉目标价。

该公司股价已从今年2月中高峰时的6.85令吉，回调了33%，处于未来两年展望本益比29.6倍，接近业界5年均值，我们相信已合理地反映了利空。