油价晶圆齐涨 迪耐(DNEX,4456,主板科技组)次季业绩料亮眼
(吉隆坡10日讯)迪耐(DNEX,4456,主板科技组)料从上游能源的布兰特原油价上涨,前沿半导体次季全面贡献迎来“利多”,并在未来12个月卯劲驰骋,丰隆研究建议“买进”。
旗下晶圆厂矽佳公司(SilTerra)计划投资6亿4500万令吉扩产,年产能增加20%;预计此业务在第二季全面贡献,相比首季只贡献2个月。
丰隆研究探询管理层发现,上述扩产无需透过发股筹集融资,而由合作伙伴北京盛世投资财团(CGP)与内部现金流实现扩产。
首季录得3020万令吉核心盈利,在上述因素驱动下,丰隆研究预测次季业绩可取得亮眼按季增长。
该行业探悉,迪耐在今年首季也将获得另两项长期订单,订单性质与中国北京集创北方科技股份有限公司(ChipOne Technology)与奕力科技(Ilitek)的长远晶圆供应协议相仿。
65%的晶圆厂矽佳公司(SilTerra)产能满足上述晶圆订单,迪耐欲提振产能至80%以满足上述需求。
布兰特原油现货价在财政年次季(2021年12月杪截止),平均价每桶80美元,首季平均73美元。
随着原油价走高,晶圆平均价从2022财政年500美元逐个财政年走高至550美元与578美元,预期趋向上行,但该行维持财测,2022财政年核心盈利1亿5520万,2023财政年1亿9780万令吉。分析员维持迪耐的“买进”评级,目标价1令吉35仙。
世纪软件卖500万股
另一方面,世纪软件(CENSOF,5195,主板科技组)宣布昨日已在公开市场脱售迪耐的500万股,总交易价为500万令吉。
周四闭市,迪耐涨5仙,至1令吉零7仙,市值增长至33亿7600万令吉。该股有1亿3743万4900股成交,为第二热络交投股。
https://www.sinchew.com.my/20220211/%E6%B2%B9%E4%BB%B7%E6%99%B6%E5%9C%86%E9%BD%90%E6%B6%A8-%E8%BF%AA%E8%80%90%E6%AC%A1%E5%AD%A3%E4%B8%9A%E7%BB%A9%E6%96%99%E4%BA%AE%E7%9C%BC/
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