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股海探温：益纳利美昌仍可涨19%
股市 财经周刊 股海探温 2014-04-21 13:08 http://www.nanyang.com/node/615632?tid=687


1.益纳利美昌2014财年上半年业绩表现出色，是否全因Amertron Global？它本身实力如何？
2.它的股价还有上涨空间吗？有没有继续买入的价值？
3.收购后Amertron Global的益纳利美昌是否元气大伤，会不会影响未来发展？

答：
益纳利美昌（INARI，0166，创业板）2014财年上半年净利按年飙涨175%，受惠于完成并购AmertronGlobal，并开始贡献盈利。
同期营业额也因而增至1亿5200万令吉。不过，若不计算AmertronGlobal的贡献，益纳利美昌上半年营业额仍可获稳健的30%增长，主要来自无线电频率产品业务表现出色。
上半年的无线电频率产品业务表现亮眼，目前手上也持有可观订单。
该公司目前所有相关厂房的产量已接近产能顶点，因而有意在第5家新厂房增建一层，以提高组装产品产能。
若一切顺利，料其产能可额外年增20%，并最少可多贡献900万令吉的净利。
事实上，Amertron Global除了为益纳利美昌贡献显著盈利外，也通过注入其光电业务于后者，完整了后者的光纤业务，同时也让两者的研发成本下滑，但效率却大大提高。
虽然光纤业务目前盈利贡献并不显著，因为该业务在1月才投产。
由于高速传输普遍化，光纤产品需求也提高，我们认为，该业务将成为益纳利美昌未来盈利的主要贡献者之一。
放眼未来，我们认为公司旗下各项业务的盈利贡献，将在迈入2015财年后更加显著。
当中，持有51%股权的电子测试产品代工子公司———CEEDTec在本财年上半年的表现良好，预料在推出新产品后，其2015财年的盈利贡献可达双位数增长。

增产激励财测上修

据我们的了解，益纳利美昌在完成收购Amertron Global后，仍是净现金公司，再加上盈利增长稳定且领域前景光明，我们相当看好该公司日后发展。
此外，该公司也每年稳定派发股息，过去两年的派息率达40%。
根据记录，我们预计在2015财年时，每股盈利可达10.5仙，相等于4%股息收益率。
我们也因为该公司产能提高，以及税前盈利因营运效率提高而增加，调升2014和2015财年的业绩预测，分别达16%和26%。
尽管从去年12月至今，该股已扬升66%，我们预计还有19%的上扬空间。
我们根据2015财年12倍本益比计算，给予3.15令吉的目标价。

brother, sorry for late reply, very busy today, aeon never buy, just in pelikan 0.91 today, still can hold and buy more to average down, existing have 50 lots, tomorrow buy extra 50lots to average down the cost?

brother, why our misc no move le? cmsb and aeon move so fast lo

yes thx brother

brother insas out all 1.33

noted brother, thx

yes, brother, hehe, a lot of paper gain especaiily inari wa, thx

yes almost 90% in inari wa. banyak lori brother, insas only 200k

brother, my inari come liao

brother unload dbhd, wait for your next call thx

Brother, I bought 100k 1.05 yesterday, wait for your sell call, thx

Out 1.04 done, thx brother

okok thx

1.12 today?

brother still in fitter, q 1.04

okok

ok thx , if need to hold i will use t+10 account to buy

need to hold or just play intraday/contra?

okok, tomorrow sure in

brother, cmsb high chance to up?

me too!

brother, then we all can retire become full time trader liau

brother, my friend from kl told me penang banyak orang kaya! mainly due to high return on property investment lo！！

butterfly is a girl?

butter, young man should do more job lo

meena, give a mail to butter, he is going to organize a gathering liau！

haha, mature lady lo

christine, sent email to butter, ask him to reply all n keep everbody in the loop

all from penang, me and meena also same lo！

brother, balance of ktb out .205， make sikit, get peace of mind, thx

brother, i in pjdev.wc 0.71

brother still q .21， out partial

ok noted

brother, in ktb o.20 q to sell 0.23， in insas 1.28， ock now 1.20 still can enter?

ok will sell half to exchange

brother, ok then will hold misc tight tight

hepi,consider to exchange insas tomorrow, do not know whether is wise decision, need enlightenment from brother sifu lo!

hehe, brother, make a bit for inari wa lo! other stocks recommended by you past few weeks also make lo, brother, dont feel like want to hold misc anymore, wish to exchange insas, i have 50lots misc, your advise is needed, thx.

brother, not so soon lah, may be end of the year, looking forward to rm3 nia!

brother, insas can in any time now or wait for correction? do not know will drop further before it trend up?

Noted actually is in my watch list since you recommended that day, will buy some

Brother, still holding some for long term, never mind just leave there cozy cost is very cheap, thx for concern

ok, out .285 thx brother

noted, brother will q mmsv@0.30

noted brother, but insas price use to control by dato, a bit concern over this part

brother, we are really appreciated what you have done thus far in this forum, if you stop to lead us, we will go south north no way,what you and psd concern is right, we need to learn basic knowledge before start to involve in share market. hope your decision is not serious.

brother, inari still holding, target rm3 then out, mmsv queing to sell

ok noted brother