UWC公司(UWC,5292,主板科技组)握1.9亿订单展望佳 续受惠中美贸易冲突
(吉隆坡8日综合电)UWC公司(UWC,5292,主板科技组)以创纪录盈利结束截至6月2022财政年,分析员看好该公司将继续从中美贸易冲突趋势中受益,2023财政年业务展望备受看好。
派息率30%
丰隆研究指出,UWC公司第四季核心净利按年上扬60%至2600万令吉,全年也提高11%至9900万令吉,分别达到该行和市场预测的99%和85%。董事部宣布每股派息2.91仙,派息率为30%。
该公司第四季销售额增长61%,主要归功于全球半导体客户需求保持强稳,至于核心净利增长60%,则是营运盈利赚幅因营运效率提高而保持在42%。另外,该公司也参与失业毕业生及雇员招聘活动,并从中获得政府补贴,带动其他收入增加。
在2022财政年,该公司的各类产品销售比例分别是半导体78%、生命科学医药17%和其他5%,比较上财政年比例各为66%、26%和8%。
该公司的订单依然处于史上最高的1亿9000万令吉以上水平,当中半导体、生命科学医药及其他产品各占77%、17%和6%。
该公司管理层乐观看待2023财政年业务展望,短期计划包括推出功能测试仪、增产仿真系统测试仪,并开始生产新的性能测试仪等。该公司的5G mmW测试仪研发和V2V测试仪生产等计划仍在稳步推进。未来,该公司也打算开发前端半导体制造业务,以推动业务稳定增长。
丰隆指出,在纳入最新的业绩表现后,该行决定将2023和2024财政年每股盈利预测调低5%和2%,并估计2025财政年每股核心净利可达14.2仙,高于2023和2024财政年的11.7仙和12.9仙。
尽管丰隆调低盈利预测,却因调整基础财政年而将UWC公司的目标价由4令吉21仙调高到4令吉38仙,评级保持“买进”。
该行补充,随着越来越多的公司将生产转移出中国以避免进口关税冲击,提供一站式解决方案的UWC公司将有望继续从中受惠。
UWC公司周四走势不俗,最终收在4令吉10仙,扬升9仙,全天共有131万9600股易手。
https://www.sinchew.com.my/20220909/uwc%E6%8F%A11-9%E4%BA%BF%E8%AE%A2%E5%8D%95%E5%B1%95%E6%9C%9B%E4%BD%B3-%E7%BB%AD%E5%8F%97%E6%83%A0%E4%B8%AD%E7%BE%8E%E8%B4%B8%E6%98%93%E5%86%B2%E7%AA%81/
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