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发表于 22-8-2015 02:01 AM
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益纳利推新產品 预计贡献2000万营收
财经 2015年08月21日
(吉隆坡21日讯)益纳利美昌(INARI,0166,主板科技股)今日推出新光纤光缆(Fiber Based Optical Cables)產品和电子商务网站,两者皆是该公司全资子公司--Amertron品牌,预计將为公司2016財政年(6月30日结账)贡献2000万令吉的营业额。
该公司指出,在全球网速不断增长下,推出上述新光纤光缆產品,即有源光缆(AOC)和直连铜缆(direct attach copper),能够加速存储数据和高性能计算互联性。
放眼5%市佔率
益纳利美昌副主席陈成俊表示,根据Light Counting报告指出,全球有源光缆市场在2014年预计总值14亿美元,並可在2017年达到35亿美元,因此该公司希望上述新產品將在2017年达到5%的市佔率。
与此同时,陈成俊在推介礼及媒体匯报会上指出,智能手机需求也逐年增长,预料將取得单位数成长,这將带动公司盈利隨之上涨。
陪同出席者,包括该公司首席执行员罗健聪。
罗健聪希望,该公司2016財政年能够达到早前定下10亿令吉营业额目標。
他指出,目前公司在檳城的P13工厂使用率达50%,预计9月可进一步提升至75%,而明年6月將达到100%的使用率。
菲工厂明年竣工
另外,他透露,在菲律宾兴建的工厂已完成20%,预计在明年上半年竣工。
「因此,预计截至2016年杪,上述两座工厂便能够全面投入运作,届时公司盈利料將取得正面成长。」
罗健聪也说,公司在国內外总共有10座工厂,在完成两家厂房的扩充活动后,也计划继续扩大產能。
他补充,大马及海外业务对公司营业额的贡献比重为60对40。
询及令吉贬值对公司的影响时,陈成俊透露,公司不同业务有不同的护盘,儘管在採购设备上仍面对美元走强的影响,但整体而言,仍是受惠于令吉疲软。
益纳利美昌昨日公布的2015財政年全年(截至6月30日止)净利为1亿5253万令吉,按年增53.73%。营业额为9亿3310万令吉,按年攀升17.57%。【东方网财经】 |
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发表于 23-8-2015 02:03 AM
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益纳利美昌 财测目标价下调
财经 行家论股 2015-08-22 12:30
目标价:4.15令吉
最新进展
益纳利美昌(INARI,0166,主板科技股)截至6月30日末季,净赚4037万6000令吉,涨40.24;营业额增13.91%,收2亿5501万6000令吉。
全年营业额涨17.57%,录得9亿3309万9000令吉;全年净赚1亿5253万4000令吉,归功于射频(RF)零件,以及光纤业务的出色表现。
行家建议
在把全年数据纳入计算后,将2016、17财年净利预测调低2%,分别达1亿8610万令吉和2亿3470万令吉。
此外,2018财年净利预测达2亿7750万令吉。
该集团旗下P13厂房将于下月扩建,三分之二用于射频零件业务,剩余为光纤业务,制造激光器和探测器芯片。
该工厂最初可容纳150名探测员工,扩建后,可大幅增加至330名。
我们下修财测后,也调低目标价,从4.25令吉至4.15令吉。
该公司前景晶须受看好,归因于有规划地扩建计划和射频业务迅速增长,此外,令吉疲弱,而旗下销售主要以美元计价,因此维持“买入”评级。
达研究
【南洋网财经】 |
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发表于 24-8-2015 07:55 PM
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本帖最后由 icy97 于 26-8-2015 03:08 AM 编辑
產能提昇‧新業務貢獻‧益納利美昌前景看俏
2015-08-24 17:06
(吉隆坡24日訊)益納利美昌(INARI,0166,主板科技組)提昇產能以應對中國與印度等新興市場長期演進技術(LTE)需求,加上晶圓體(Wafer)與光纖業務帶來新盈利貢獻,令公司前景看俏。
聯昌研究在出席益納利美昌的業績匯報會後表示,管理層披露,在檳城P13工廠的產能相繼提高下,射頻(RF)業務成為2016財政年成長主要的因素。
馬銀行研究表示,管理層有意透過擴建P13B工廠或收購現成工廠,以配合主要客戶訂單劇增的需求。
聯昌預期,基於智能手機需求高,管理層預期2016財政年射頻將取得雙倍成長,此外,該公司已開始銷售自身品牌的光纖,並將在明年1月推出晶圓體,以多元化營業來源。預期2016財政年首季營業額可取得10%成長。
聯昌看好該公司多元化的策略。儘管目前市場不明朗,惟管理層認為可通過收購以達成協同效應。
馬銀行補充,截至今年6月為止,該公司手握1億9千100萬令吉淨現金。
在外包訂單提高及菲律賓新廠擴建,馬銀行預期該公司2016財政年有望達到13億令吉的營業額。
此外,美元走強抵銷了高營運成本,因此馬銀行上調該公司2016至2018財政年的平均售價(ASP),幅度介於3%至5%。
聯昌預計該公司2014至2017財政年淨利年復合成長了率(CAGR)達36%,本益成長比(PEG)達0.4倍,估值誘人。
(星洲日報/財經‧報導:謝汪潮)
益纳利美昌 三年财测上修3-5%
财经 股市 行家论股 2015-08-25 11:48
http://www.nanyang.com/node/719476?tid=462
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发表于 26-8-2015 05:15 AM
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Notice of Person Ceasing (29C)Particulars of Substantial Securities HolderName | NORGES BANK | Address | Bankplassen 2, PO Box 1179
Oslo
0107
Norway. | NRIC/Passport No/Company No. | 937884117 | Nationality/Country of incorporation | Norway | Descriptions (Class & nominal value) | Ordinary shares of RM0.10 each | Date of cessation | 19 Aug 2015 | Name & address of registered holder | Citigroup Nominees (Asing) Sdn Bhd (263875-D)Exempt An For Citibank New York(Norges Bank 9, 12, 14)Level 44, Menara Citibank165 Jalan Ampang50450 Kuala Lumpur |
Currency | Malaysian Ringgit (MYR) | No of securities disposed | 997,500 | Price Transacted ($$) |
| Circumstances by reason of which Securities Holder has interest | Disposal | Nature of interest | Direct | | Date of notice | 24 Aug 2015 |
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发表于 11-9-2015 11:10 AM
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发表于 19-9-2015 12:35 AM
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買進券商心頭好.受惠RF晶片需求 益納利美昌淨利上看
財經股市17 Sep 2015 20:23
券商:大馬投資研究
合理價:3.83令吉
益納利美昌(INARI,0166,主要板科技)將受惠于無線電頻率(RF)晶片需求成長,2016財年淨利料增至1億8900萬令吉,並在2017和2018財年攀升至2億1800萬到2億4100萬令吉之間,淨利賺幅估計將改善至18%。
該公司強勁成長將由檳城的后端無線電頻率處理設施產能擴展提振,估計貢獻公司盈利超過70%。益納利美昌的5個無線電頻率處理廠,目前在全面投入運作下執行,並會在2016財年通過P13新工廠分階段增設30%產能,估計每年可有額外2億個無線電頻率晶片處理。
在預計2017至2018財年產能和使用率將提升10%到15%,因此對2016財年無線電頻率晶片營業額貢獻提升25%,並由Avago的需求提升貢獻。
同時,益納利美昌的淨利賺幅料進一步成長1%到2%之間,受較高賺幅產品組合和營運效率推動。該公司旨在通過更高成本掌控和效率,將淨賺幅從6個基點改善至10個基點。
美元增值亦對益納利美昌有利,因99%銷售以美元計價,目前預測平均值為1美元兌4令吉。估計美元兌令吉每增值1%,該公司淨利將受惠1%。
未來,益納利美昌將多元化盈利表現至光導纖維電纜和接收器業務,其中光導纖維業務將通過新產品,于2016財年有額外2000萬美元營業額貢獻。
我們給予益納利美昌“買進”評級,合理價為3.83令吉。【中国报财经】 |
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发表于 16-10-2015 03:52 AM
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Date of change | 15 Oct 2015 | Name | MISS CHONG POH LENG | Age | 45 | Nationality | Malaysia | Type of change | Appointment | Designation | Chief Financial Officer | Qualifications | Bachelor of Accounting from University Malaya and Chartered Accountant with the Malaysian Institute of Accountants | Working experience and occupation | Ms Chong Poh Leng graduated from University Malaya and has 20 years of experience in corporate financial reporting, corporate finance, mergers and acquisitions, fund raising, corporate debt restructuring, corporate taxation, cost and budgetary control processes, ERP system implementation, strategic business planning, risk management and policies and procedures. She started her working career in 1995 and has held senior management positions in several private and public listed entities including four Bursa-listed companies involved in manufacturing, construction, property development and utilities. Prior to joining Inari Amertron Berhad, Ms Chong held the position as Group Chief Financial Officer of a Bursa listed entity with annual revenue exceeding RM1 billion. |
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发表于 1-11-2015 07:24 PM
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智能手機市場趨飽和‧益納利美昌會受衝擊嗎?
2015-11-01 19:21
讀者傅先生問:
全球智能手機市場趨向飽和,增速恐不若以往,會否對益納利美昌(INARI,0166,主板科技組)半導體業務帶來衝擊?
答:大馬研究認為,中國現積極發展長期演進技術(LTE),智能手機廠商對射頻(RF)晶片需求也逐漸提昇,相信縱然智能手機市場放緩,益納利美昌射頻產品需求仍獲保障。
“益納利美昌成長動能將來自射頻產能增長,我們估算集團未來70%盈利來自射頻。”
目前,益納利美昌的5個射頻工廠產能飽和,預計2016財政年投入運作的新廠將提振產量30%,估算射頻營業額將在2016財政年增加25%,並在接下來2年達到10%至15%增速。
除射頻外,益納利美昌也積極多元化公司業務,預計2016財政年高數值光纖將帶來2千萬令吉營業額。
大馬研究表示,在半導體業者當中,益納利美昌淨賺益相對吸引,長期淨賺益保持在10%水平,相信在較高賺幅產品結構及美昌(Amerton)運作效率提昇下,看好集團賺益可再提昇1%至2%。
此外,益納利美昌也因馬幣走軟收益。根據大馬研究敏感測試結果,美元每成長1%就會提振該公司淨利成長1%。
綜合以上因素,大馬研究預測,益納利美昌2016財政年核心淨利,將從2015財政年的1億5千300萬令吉,增至1億8千900萬令吉,若以16%複合年均增長率計,2017及2018財政年核心淨利,則將擴大至2億1千800萬令吉及2億4千100萬令吉,因此給予“買進”評級,目標價3令吉83仙。(星洲日報/投資致富‧投資問診‧文:李文龍) |
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发表于 13-11-2015 08:02 PM
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EX-date | 26 Nov 2015 | Entitlement date | 30 Nov 2015 | Entitlement time | 04:00 PM | Entitlement subject | Special Dividend | Entitlement description | Special single tier dividend of 0.50 sen per ordinary share of RM0.10 each | Period of interest payment | to | Financial Year End | 30 Jun 2016 | Share transfer book & register of members will be | to closed from (both dates inclusive) for the purpose of determining the entitlement | Registrar or Service Provider name, address, telephone no | MEGAPOLITAN MANAGEMENT SERVICES SDN BHDNo. 45-5, The BoulevardMid Valley CityLingkaran Syed Putra59200 Kuala LumpurTel: 03-2284 8311Fax: 03-2282 4688 | Payment date | 16 Dec 2015 | a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers | 30 Nov 2015 | b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit |
| c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange. | Number of new shares/securities issued (units) (If applicable) |
| Entitlement indicator | Currency | Currency | Malaysian Ringgit (MYR) | Entitlement in Currency | 0.0050 | Par Value | Malaysian Ringgit (MYR) 0.100 |
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发表于 13-11-2015 08:02 PM
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EX-date | 26 Nov 2015 | Entitlement date | 30 Nov 2015 | Entitlement time | 04:00 PM | Entitlement subject | First Interim Dividend | Entitlement description | First interim single tier dividend of 2.3 sen per ordinary share of RM0.10 each | Period of interest payment | to | Financial Year End | 30 Jun 2016 | Share transfer book & register of members will be | to closed from (both dates inclusive) for the purpose of determining the entitlement | Registrar or Service Provider name, address, telephone no | MEGAPOLITAN MANAGEMENT SERVICES SDN BHDNo. 45-5, The BoulevardMid Valley CityLingkaran Syed Putra59200 Kuala LumpurTel: 03-2284 8311Fax: 03-2282 4688 | Payment date | 16 Dec 2015 | a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers | 30 Nov 2015 | b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit |
| c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange. | Number of new shares/securities issued (units) (If applicable) |
| Entitlement indicator | Currency | Currency | Malaysian Ringgit (MYR) | Entitlement in Currency | 0.0230 | Par Value | Malaysian Ringgit (MYR) 0.100 |
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发表于 13-11-2015 08:03 PM
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本帖最后由 icy97 于 15-11-2015 04:07 AM 编辑
首季净利扬34.8% Inari派息2.8仙
14/11/201519:05
(吉隆坡14日讯)受有利的美元汇率拉抬,Inari有限公司(INARI,0166,科技组)首季净利扬升34.8%。
该集团公布,截至9月底的2016财政年首季,净利达4550万令吉,或每股6.24仙,相较于上财年同期的3380万令吉,或每股6仙。
首季营业额亦增24%至2亿7490万令吉,同期为2亿2190万令吉。
该集团并宣布派发每股2.8仙的股息,其中2.3仙为免税中期股息,而0.5仙是特别免税股息,将于12月16日支付。
展望未来,Inari公司表示将会继续整合并提高光电业务的营运赚幅,并把握流动智能装置市场的增长。
位于槟城的P13厂房扩充产能进展顺利,预计继续为2016财年提供增长动力。
“令吉兑美元汇率最近跌至4.20,对Inari公司来说是正面因素。”
“不过,我们认为令吉目前疲弱走势的影响将是不一,因对客户售价可能下降、通货膨胀与薪资上涨、流失高素质员工与流动技术人员,因他们去其他地方寻求更好的机会,以及难以吸引好的外国员工前来工作。”
该集团对于2016财年维持与同业的财务表现持谨慎乐观态度,并准备在新财年继续交出亮眼的成绩。【光华日报财经】
SUMMARY OF KEY FINANCIAL INFORMATION
30 Sep 2015 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 30 Sep 2015 | 30 Sep 2014 | 30 Sep 2015 | 30 Sep 2014 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 274,949 | 221,883 | 274,949 | 221,883 | 2 | Profit/(loss) before tax | 43,936 | 33,948 | 43,936 | 33,948 | 3 | Profit/(loss) for the period | 42,489 | 33,606 | 42,489 | 33,606 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 45,509 | 33,756 | 45,509 | 33,756 | 5 | Basic earnings/(loss) per share (Subunit) | 6.24 | 6.00 | 6.24 | 6.00 | 6 | Proposed/Declared dividend per share (Subunit) | 2.80 | 2.20 | 2.80 | 2.20 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 0.8337 | 0.7382
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发表于 14-11-2015 01:30 AM
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具匯率優勢‧新廠投運‧益納利美昌淨利看俏
2015-11-13 17:01
(吉隆坡13日訊)益納利美昌(INARI,0166,主板科技組)受惠於美元走強,首季業績符合,甚致超越市場預期,有了好的開始,在匯率優勢和新工廠已投運下,分析員看好未來淨利,並因資產負債表穩定和前景估值看好而調高目標價。
艾芬黃氏研究上調2016至2018每股盈利5至9%;達證券上調2016、2017年和2018年淨利預測8.7%、8.6%和8.6%,主要是調低馬幣匯率,未來3年淨利預料分別為2億零330萬令吉、2億5千970萬令吉和3億零500萬令吉。
續受惠於馬幣走軟
馬銀行研究認為該公司繼續受惠於馬幣走軟,接下來預料會交出強勁的業績表現。
馬銀行表示,該公司是馬幣走弱主要受惠者之一,因為90%營業額是以美元計,反之只有70%成本以美元計算。
“除了強勁銷售,外匯因素也提供我們上調財測的可能性。
因現有馬幣4.37水平,比預測的3.85水平低了13%。”
安聯研究認為,該公司賺幅可持續獲得改善,主要是來自射頻業務的貢獻、在經濟利好的因素下,也提振該了公司營業額,加上透過主要客戶的計劃達到成本樽節,美元走強也是利好因素。
達證券表示,儘管擔心智能手機領域緩和,但智能手機急於轉至4G設備所需售價高,抵銷普遍智能設備放緩的不利因素。
馬銀行表示,該公司P-13A工廠已經開始營運生產,預期對2016財政年的淨利可作出正面的貢獻。達證券也看好P13廠對中期業務的貢獻。
聯昌研究表示,該公司首季營運開銷從850萬令吉增至5千270萬令吉,主要用於射頻業務及光纖業務,看好強穩的財務表現將支撐未來成長。
該公司1億1千800萬令吉的籌資已經在首季完成,大部份收益用在擴充廠房,增加新設備和降低負債,預料該公司企於穩定的2億零600萬令扣淨現金狀態,合計每股現金28仙。
益納利美昌的美國主要客戶正在處理合併事宜,預期明年首季可完成相關合併。馬銀行不排除上述合併完成後,益納利美昌可持續獲得新的合約。
達證券表示,該公司目前有609台測試儀,預期明年10月中可增加至800台,並對2016財政年做出正面的貢獻。
安聯認為,目前該公司最大風險就是智能手機需求緩和,以及過於依賴單一大客戶。
4送1紅股
益納利美昌建議以4送1比例派發紅股,以回饋股東支持,同時進一步改善股票流通量。
該公司透過文告說,紅股計劃將從保留盈利戶頭和可分配儲備戶頭中融資;紅股計劃下,益納利美昌建議派送最多2億零612萬6千317股上述提案仍有待大馬交易所和股東特大的批准;若一切順利,紅股計劃預計可在2016年首季完成。
完成發紅股後,益納利美昌的股本最多將擴大至10億3千631萬1千588股面值10仙股票。
(星洲日報/財經‧報導:謝汪潮) |
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发表于 14-11-2015 04:29 AM
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Type | Announcement | Subject | NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS)
BONUS ISSUES | Description | INARI AMERTRON BERHAD (INARI OR THE COMPANY)PROPOSED BONUS ISSUE PROPOSED INCREASE IN THE AUTHORISED SHARE CAPITALPROPOSED AMENDMENTS(COLLECTIVELY, THE PROPOSALS) | On behalf of the Board of Directors of Inari, M&A Securities Sdn Bhd wishes to announce that Inari is proposing to undertake the Proposals.
Kindly refer to the attachment for the details on the Proposals.
This announcement is dated 12 November 2015. | http://www.bursamalaysia.com/market/listed-companies/company-announcements/4918433
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发表于 25-11-2015 12:42 AM
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Notice of Person Ceasing (29C)Particulars of Substantial Securities HolderName | EMPLOYEES PROVIDENT FUND BOARD | Address | Tingkat 19, Bangunan KWSP
Jalan Raja Laut
Kuala Lumpur
50350 Wilayah Persekutuan
Malaysia. | NRIC/Passport No/Company No. | EPF ACT 1991 | Nationality/Country of incorporation | Malaysia | Descriptions (Class & nominal value) | Ordinary shares of RM0.10 each | Date of cessation | 19 Nov 2015 | Name & address of registered holder | Citigroup Nominees (Tempatan) Sdn BhdLevel 42, Menara Citibank165 Jalan Ampang50450 Kuala Lumpur |
Currency | Malaysian Ringgit (MYR) | No of securities disposed | 6,018,625 | Price Transacted ($$) |
| Circumstances by reason of which Securities Holder has interest | Disposal of shares | Nature of interest | Direct | | Date of notice | 20 Nov 2015 |
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发表于 26-11-2015 01:02 AM
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Additional Listing Announcement
1. Details of Corporate Proposal | Involve issuance of new type/class of securities ? | No | Types of corporate proposal | ESOS | Details of corporate proposal | Exercise of Options | No. of shares issued under this corporate proposal | 673,400 | Issue price per share ($$) | Malaysian Ringgit (MYR) 1.3400 | Par Value ($$) | Malaysian Ringgit (MYR) 0.100 | Latest issued and paid up share capital after the above corporate proposal in the following | Units | 734,092,953 | Currency | Malaysian Ringgit (MYR) 73,409,295.300 | Listing Date | 26 Nov 2015 | 2. Details of Corporate Proposal | Involve issuance of new type/class of securities ? | No | Types of corporate proposal | ESOS | Details of corporate proposal | Exercise of Options | No. of shares issued under this corporate proposal | 27,300 | Issue price per share ($$) | Malaysian Ringgit (MYR) 2.0000 | Par Value ($$) | Malaysian Ringgit (MYR) 0.100 | Latest issued and paid up share capital after the above corporate proposal in the following | Units | 734,120,253 | Currency | Malaysian Ringgit (MYR) 73,412,025.300 | Listing Date | 26 Nov 2015 | 3. Details of Corporate Proposal | Involve issuance of new type/class of securities ? | No | Types of corporate proposal | Exercise of Warrants | Details of corporate proposal | Conversion of Warrants 2013/2018 | No. of shares issued under this corporate proposal | 300,947 | Issue price per share ($$) | Malaysian Ringgit (MYR) 0.3300 | Par Value ($$) | Malaysian Ringgit (MYR) 0.100 | Latest issued and paid up share capital after the above corporate proposal in the following | Units | 734,421,200 | Currency | Malaysian Ringgit (MYR) 73,442,120.000 | Listing Date | 26 Nov 2015 | 4. Details of Corporate Proposal | Involve issuance of new type/class of securities ? | No | Types of corporate proposal | Exercise of Warrants | Details of corporate proposal | Conversion of Warrants 2015/2020 | No. of shares issued under this corporate proposal | 10,067,575 | Issue price per share ($$) | Malaysian Ringgit (MYR) 2.0000 | Par Value ($$) | Malaysian Ringgit (MYR) 0.100 | Latest issued and paid up share capital after the above corporate proposal in the following | Units | 744,488,775 | Currency | Malaysian Ringgit (MYR) 74,448,877.500 | Listing Date | 26 Nov 2015 |
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发表于 15-12-2015 08:49 PM
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本帖最后由 icy97 于 23-12-2015 09:41 PM 编辑
股价唱好目標价调高 益纳利母股凭单齐扬
财经 2015年12月15日
(吉隆坡15日讯)射频测试仪业务有利可图及潜在外包合约所带来的成长,令分析员看好益纳利美昌(INARI,0166,主板科技股)2016年股价表现將跑贏大市,並大幅调高该股的目標价,进而刺激该公司母股和凭单在週二(15日)早盘应声走高。
益纳利美昌今日股价以4.28令吉高开,较昨日闭市价4.26令吉,微起2仙或0.47%;之后急速攀升19仙或4.46%,至4.45令吉全天最高水平,然后以4.38令吉结束早盘交易,半天起12仙或2.82%。
午盘交易,益纳利美昌回吐大部份涨幅,闭市时掛4.3令吉,全天上涨0.94%或4仙,成交量达287万6900股。
与此同时,益纳利美昌-WB亦紧隨母股扬升的步伐,以2.30令吉平盘开市后,急步走高,盘中起15仙或6.52%,至2.45令吉高水平,之后以2.43令吉休市,半天涨13仙或5.65%。
午盘交易,该凭单也跟隨母股回软,闭市掛2.36令吉,全天涨幅为6仙或2.61%,成交量达68万8500股。
內部成长带动盈利
艾芬黄氏资本分析员指出,儘管该公司过去几个季度盈利皆强劲成长,但晶片短缺使其盈利未能达到顶峰,这意味著其盈利仍有成长空间。
「我们认为,未来业务扩展和美元走强,均有助于进一步推高盈利表现。」
他补充,隨著晶片供应恢復正常,益纳利美昌未来的盈利表现,將由內部成长带动,以取代美元走强的利好因素。该公司近期盈利大好,主要是因为美元走强所致。
另一方面,在智能手机及平板电脑科技不断推进和通讯技术转移之下,市场短期內对射频测试仪的需求量將维持强劲。
该分析员表示,流动电话从3G进阶至4G,须要更先进的射频测试仪。因此,他预估2016財政年(6月30日结账)益纳利美昌的射频测试仪数量將增至650台,或相等于24%的年成长率;而2017財政年预计將进一步成长15%,至750台。
另外,由於令吉匯率持续偏软,他亦把益纳利美昌2016至2018財政年的每股盈利预测,分別上调1至17%,也重申益纳利美昌的「买进」投资评级,並把目標价从原本的4.28令吉,调高至5.15令吉。【东方网财经】
益纳利美昌 前景乐观财测上修
财经 股市 行家论股 2015-12-23 12:18
http://www.nanyang.com/node/740477?tid=462
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发表于 17-12-2015 03:59 PM
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益納利或將Ceedtec分拆上市
2015-12-17 10:36
(吉隆坡16日訊)益納利美昌(INARI,0166,主板科技組)不排除將旗下Ceedtec私人有限公司分拆上市。
小股東在該公司股東大會後向《星洲財經》表示,該公司董事透露有意將Ceedtec分拆上市,惟並沒有說明詳情。
根據益納利美昌官方網站顯示,Ceedtec為電子領域提供研發、產品發展及工程方案服務,以製造與原件設計(ODM)服務為主。
此外,公司管理層說,網絡數據量不斷提昇,加上新款智能設備需更多半導體晶片,因此該公司今年將投入1億令吉資本開銷擴充業務。
管理層表示雖然智能手機的成長不如過往明顯,但新款4G智能手機卻需求更多的晶片,部份智能設備甚至需要超過10項晶片,因此公司還是看好智能設備的前景。
管理層也表示,2020年時,每個人會攜帶更多不同的智能設備在身上,因此公司可受惠其中。
根據美國顧能(Gartner)市場研究公司的數據顯示,在物聯網(IoT)下,預計2020年,全球智能設備數量可達到97億台。
管理層表示,今年將撥出1億令吉資本開銷,用於研發、自動化、檳城P13工廠設備。
“若有工廠低價出售,公司會考慮收購。”
管理層透露,公司明年的成長,取決於菲律賓工廠的投運。菲律賓工廠的規模比現有工廠規模更大。
該公司執行董事兼首席執行員羅健聰曾在8月份的媒體匯報會上表示,公司在菲律賓目前有兩座工廠,一座已營運,而新建造的工廠已經完成20%,預期明年上半年投運。
此外,管理層也表示,公司的稅務優惠期限將在2017年到期,惟科技行業經常需要更新不同的設備,因此,公司將會視需求更新設備並向有關當局申請稅務優惠。
有關馬幣走弱的問題,管理層表示,許多人以為公司取得更高的淨利,但客戶也會要求公司將部份產品降價,因此,公司並無法完全受惠強勢美元。(星洲日報/財經‧報導:謝汪潮) |
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发表于 18-12-2015 12:53 AM
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EX-date | 04 Jan 2016 | Entitlement date | 06 Jan 2016 | Entitlement time | 05:00 PM | Entitlement subject | Bonus Issue | Entitlement description | UP TO 972,888 ADDITIONAL WARRANTS 2013/2018 TO BE ISSUED ARISING FROM ADJUSTMENT TO THE OUTSTANDING WARRANTS 2013/2018 OF INARI AMERTRON BERHAD HELD AT 5.00 P.M. ON 6 JANUARY 2016 PURSUANT TO THE BONUS ISSUE ON THE BASIS OF ONE (1) ADDITIONAL WARRANT 2013/2018 FOR EVERY FOUR (4) WARRANTS 2013/2018 HELD | Period of interest payment | to | Financial Year End | 30 Jun 2016 | Share transfer book & register of members will be | to closed from (both dates inclusive) for the purpose of determining the entitlement | Registrar or Service Provider name, address, telephone no | MEGAPOLITAN MANAGEMENT SERVICES SDN BHDNo. 45-5, The BoulevardMid Valley CityLingkaran Syed Putra59200 Kuala LumpurTel:03-2284 8311Fax:03-2282 4688 | Payment date |
| a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers | 06 Jan 2016 | b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit |
| c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange. | Number of new shares/securities issued (units) (If applicable) |
| Entitlement indicator | Ratio | Ratio | 1 : 4 | Rights Issue/Offer Price |
| Par Value | Malaysian Ringgit (MYR) |
Remarks : | Approval from Bursa Malaysia Securities Berhad for the adjustment of Warrants 2013/2018 was obtained on 23 November 2015.Shareholders' approval for the Bonus Issue was obtained on 16 December 2015.The additional Warrants 2013/2018 shall be allotted to entitled warrantholders of Inari whose name appear on the Record of Depositors of Inari on 6 January 2016 on the basis of one (1) additional Warrant 2013/2018 for every four (4) Warrants 2013/2018 held.Existing holders of Warrants 2013/2018 who wish to be entitled to the Bonus Shares under the Bonus Issue are required to submit the warrants exercise form to the Share Registrar, Megapolitan Management Services Sdn Bhd, No. 45-5, The Boulevard, Mid Valley City, Lingkaran Syed Putra, 59200 Kuala Lumpur (Tel no.: 03-2284 8311) not later than 5.00 p.m. on 23 December 2015.This announcement is dated 17 December 2015. |
Announcement InfoCompany Name | INARI AMERTRON BERHAD | Stock Name | INARI-WA | Date Announced | 17 Dec 2015 | Category | Entitlement(Notice of Book Closure) | Reference Number | ENT-07122015-00005
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EX-date | 04 Jan 2016 | Entitlement date | 06 Jan 2016 | Entitlement time | 05:00 PM | Entitlement subject | Bonus Issue | Entitlement description | UP TO 18,968,010 ADDITIONAL WARRANTS 2015/2020 TO BE ISSUED ARISING FROM ADJUSTMENT TO THE OUTSTANDING WARRANTS 2015/2020 OF INARI AMERTRON BERHAD HELD AT 5.00 P.M. ON 6 JANUARY 2016 PURSUANT TO THE BONUS ISSUE ON THE BASIS OF ONE (1) ADDITIONAL WARRANT 2015/2020 FOR EVERY FOUR (4) WARRANTS 2015/2020 HELD | Period of interest payment | to | Financial Year End | 30 Jun 2016 | Share transfer book & register of members will be | to closed from (both dates inclusive) for the purpose of determining the entitlement | Registrar or Service Provider name, address, telephone no | MEGAPOLITAN MANAGEMENT SERVICES SDN BHDNo. 45-5, The BoulevardMid Valley CityLingkaran Syed Putra59200 Kuala LumpurTel:03-2284 8311Fax:03-2282 4688 | Payment date |
| a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers | 06 Jan 2016 | b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit |
| c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange. | Number of new shares/securities issued (units) (If applicable) |
| Entitlement indicator | Ratio | Ratio | 1 : 4 | Rights Issue/Offer Price |
| Par Value | Malaysian Ringgit (MYR) |
Remarks : | Approval from Bursa Malaysia Securities Berhad for the adjustment of Warrants 2015/2020 was obtained on 23 November 2015.Shareholders' approval for the Bonus Issue was obtained on 16 December 2015.The additional Warrants 2015/2020 shall be allotted to entitled warrantholders of Inari whose name appear on the Record of Depositors of Inari on 6 January 2016 on the basis of one (1) additional Warrant 2015/2020 for every four (4) Warrants 2015/2020 held.Existing holders of Warrants 2015/2020 who wish to be entitled to the Bonus Shares under the Bonus Issue are required to submit the warrants exercise form to the Share Registrar, Megapolitan Management Services Sdn Bhd, No. 45-5, The Boulevard, Mid Valley City, Lingkaran Syed Putra, 59200 Kuala Lumpur (Tel no.: 03-2284 8311) not later than 5.00 p.m. on 23 December 2015.This announcement is dated 17 December 2015. |
Announcement InfoCompany Name | INARI AMERTRON BERHAD | Stock Name | INARI-WB | Date Announced | 17 Dec 2015 | Category | Entitlement(Notice of Book Closure) | Reference Number | ENT-07122015-00006
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发表于 18-12-2015 12:54 AM
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EX-date | 04 Jan 2016 | Entitlement date | 06 Jan 2016 | Entitlement time | 05:00 PM | Entitlement subject | Bonus Issue | Entitlement description | BONUS ISSUE OF NEW ORDINARY SHARES OF RM0.10 EACH IN INARI AMERTRON BERHAD ("INARI") ("INARI SHARE(S)") ("BONUS SHARE(S)") TO BE CREDITED AS FULLY PAID-UP, ON THE BASIS OF ONE (1) BONUS SHARE FOR EVERY FOUR (4) EXISTING INARI SHARES HELD AT 5.00 P.M. ON 6 JANUARY 2016 ("BONUS ISSUE") | Period of interest payment | to | Financial Year End | 30 Jun 2016 | Share transfer book & register of members will be | to closed from (both dates inclusive) for the purpose of determining the entitlement | Registrar or Service Provider name, address, telephone no | MEGAPOLITAN MANAGEMENT SERVICES SDN BHDNo. 45-5, The BoulevardMid Valley CityLingkaran Syed Putra59200 Kuala LumpurTel:03-2284 8311Fax:03-2282 4688 | Payment date |
| a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers | 06 Jan 2016 | b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit |
| c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange. | Number of new shares/securities issued (units) (If applicable) |
| Entitlement indicator | Ratio | Ratio | 1 : 4 | Rights Issue/Offer Price |
| Par Value | Malaysian Ringgit (MYR) 0.100 |
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发表于 5-1-2016 03:41 AM
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業務發展前景佳 益納利美昌一度漲30仙
2016年1月04日
(吉隆坡4日訊)擴充產能支撐益納利美昌(INARI,0166,主要板科技)未來業務發展,並受看好業內大型併購亦對該公司有利,提振母股連帶憑單股價走高並列入20大上升股榜。
益納利美昌以3.72令吉開市,早盤一度大漲30仙上探3.96令吉,休市起26仙,報3.92令吉。閉市時,該股報3.75令吉,起9仙,成交量1486萬5500股。
益納利美昌-WB以2.26令吉開跑,早盤最高起20仙至2.32令吉,休市起14仙報2.26令吉。閉市時,益納利美昌-WB報2.19令吉,起7仙,成交量205萬3400股。
長短期前景良好
益納利美昌-WA早盤起10仙以3.50令吉交易,閉市時報3.50令吉,起10仙,成交量1000股。
達證券指益納利美昌2016年盈利表現料由令吉貶值,以及旗下P13 的測試器增加推動。
“公司短期和長期前景良好,而且已談論要擴展P13設施至P13B,將支撐下一波無線電頻率業務成長。”
報告估計,該公司測試器數額,將從去年10月的609 單位,在今年10月增至800單位。同時,Avago科技公司跟Broadcom機構的合併,還有德國Osram Licht AG計劃在吉打設立發光二極管芯片廠,都可能惠及益納利美昌。
“益納利美昌或從Avago和Osram兩家公司的現有合作關係中受惠。”
該公司的無線電頻率業務前景明朗,因Avago 仍無法滿足中國原裝設備製造商的需求,這方面業務貢獻益納利美昌50%營業額。【中国报财经】 |
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