肯纳格:益纳利美昌马太平洋将受益于5G
(吉隆坡21日讯)肯纳格研究指出,受益于5G基建的推出,马来西亚半导体市场预计未来几年将继续强劲增长。
该研究机构已将益纳利美昌(Inari Amertron Bhd)列为终端设备采用5G的主要受益者之一,并给出“超越大市”的评级,目标价4.60令吉。
此外,马太平洋(Malaysian Pacific Industries Bhd)亦是受益者之一,评级也是“超越大市”,目标价是56.20令吉,为电动汽车和自动驾驶日益增长趋势的主要代表。
“此外,5G的到来将推进自动驾驶。每辆车的(检测距离、车道偏离、交通标志等)传感器必须将数据传达给附近的车辆和行人,以避免发生碰撞。”
“虽然4G已足以浏览互联网和流媒体视频,但仍缺乏5G带来的实时速度。借助5G技术的1毫秒甚至更低的超低延迟,自动驾驶汽车将能够识别危险并采取必要行动,如实时刹车。这为新服务提供机会,如先进驾驶辅助系统和监控车辆与交通的远程信息处理。”
肯纳格今日在报告中指出:“据了解,由于全球汽车业电气化和自动驾驶的必然趋势,马太平洋的汽车传感器芯片封装服务需求一直很大。”
截稿时,益纳利美昌下滑0.94%或3仙,至3.17令吉,市值达117亿1000万令吉。年初至今,跌幅为21.73%。
马太平洋则微升0.17%或6仙,报36.02令吉,市值达75亿6000万令吉。今年来下跌了27.23%。
另外,该机构说,数码网络(DiGi.Com Bhd)、明讯(Maxis Bhd)和亚通(Axiata Group Bhd)旗下天地通(Celcom)等流动通讯公司(MNO)正与政府就5G网络的推出进行协商。
他给予数码网络和明讯“跟随大市”评级,目标价分别为3.80令吉和4令吉,亚通则是“超越大市”,目标价4.30令吉。
“一旦企业开始采用5G服务,流动通讯公司将从5G连接和实际使用中获得新收入来源。”
“尽管如此,由于大马5G网络推出的不确定性,批发模式对流动通讯公司收益的潜在下行风险,以及企业采用5G服务的潜在延迟,我们的流动通讯公司的短期前景并不感到振奋。”
数码网络跌1.92%或8仙,挂4.09令吉,市值报318亿令吉、明讯降2.71%或12仙,至4.30令吉,市值报336亿5000万令吉,而亚通扬0.78%或3仙,报3.90令吉,市值达357亿8000万令吉。
(编译:陈慧珊)
http://www.theedgemarkets.com/article/%E8%82%AF%E7%BA%B3%E6%A0%BC%EF%BC%9A%E7%9B%8A%E7%BA%B3%E5%88%A9%E7%BE%8E%E6%98%8C%E9%A9%AC%E5%A4%AA%E5%B9%B3%E6%B4%8B%E5%B0%86%E5%8F%97%E7%9B%8A%E4%BA%8E5g
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