【行家论股】东益电子(GTRONIC,7022,主板科技股) 转向更高价值业务
分析:大华继显投行研究
目标价:1.87令吉
最新进展:
东益电子(GTRONIC,7022,主板科技股)2022财年次季净赚1118万8000令吉或每股1.67仙,按年多赚78.98%,归功于更好产品组合与外汇收益提振。
同时,次季营业额报4763万8000令吉,按年提升2.66%。
行家建议:
东益电子次季核心净利为1050万令吉,按年大涨76%,按季也增长7%;这让该公司首半年核心净利达到2030万令吉,达到我们和市场全年预测的36%。
考虑到过去数年来,该公司首半年净利表现都较下半年差,我们认为这样的业绩是符合预期的。
首半年的营业额按年下滑了11%,这是因为东益电子正逐渐减少低赚幅的石英晶体计时装置生产;这也让该公司的总赚幅大幅提升至40.9%。
在缩减低赚幅业务之后,东益电子目前转向更高价值的传感器业务及半导体封测业务。
今年拨出的5000万令吉资本投资,以及兴建新的工厂,也准备好拿下新的跨国企业客户。
东益电子近来股价已经大幅下挫至2023年预期本益比的12.6倍,相当于5年均值的-2个标准差。
我们调降其目标价至1.87令吉,但维持“买入”评级,并看好该集团正强化的高科技传感器业务,可继续带来盈利增长。
东益电子股价走势
https://www.enanyang.my/%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1/%E3%80%90%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1%E8%A7%86%E9%A2%91%E3%80%91%E4%B8%9C%E7%9B%8A%E7%94%B5%E5%AD%90-%E8%BD%AC%E5%90%91%E6%9B%B4%E9%AB%98%E4%BB%B7%E5%80%BC%E4%B8%9A%E5%8A%A1
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