D&O 7204 QUARTERLY REPORT 30 JUNE 2018
Quarterly Report Review:
收入与去年同期相比增加。
该集团在研发费用与今年第一季相比增加100%主要是产品的压力测试。
该集团预计下半年的业绩会比上半年好因为季节因素和获得新业务汽车照明（RCL）后组灯光。
该集团预计新市场美国和日本将会有增长。
该集团预计下半年的开销总额三千八百万而上半年的开销总额是一千六百万。
开销增加主要是用在新建筑大约一千万，加强内部测试能力约五百万。
修建新建筑和加强内部测试能力总开销预计四千万，将会在2018年7月开始并分为三个阶段进行。
第一阶段预计2019年第二季度完成，总额大约两千九百万。
Reference Price:
21.08.2018
Price: RM 0.75
Rolling EPS: RM 0.0265
PE: 28.30
NTA: RM 0.287
Price/NTA: 2.61
PE*Price/NTA: 73.95
Undervalued: RM 0.31
Fair Value: RM 0.415
Overvalued: RM 0.62
Disclaimer:
The information contained in this research is based on data obtained from sources believed to be reliable. However, the data and/or sources have not been independently verified and as such, no representation, express or implied, is made as to the accuracy, adequacy, completeness or reliability of the info or opinions in the research.
Accordingly, neither 以牛攻熊 nor any of its related companies and associates nor person connected to it accept any liability whatsoever for any direct, indirect or consequential losses (including loss of profits) or damages that may arise from the use or reliance on the info or opinions in this publication. Any information, opinions or recommendations contained herein are subject to change at any time without prior notice. 以牛攻熊 has no obligation to update its opinion or the information in this research.
Investors are advised to make their own independent evaluation of the info contained in this research and seek independent financial, legal or other advice regarding the appropriateness of investing in any securities or the investment strategies discussed or recommended in this research. Nothing in this research constitutes investment, legal, accounting or tax advice or a representation that any investment or strategy is suitable or appropriate to your individual circumstances or otherwise represent a personal recommendation to you.
This research is being supplied to you on a strictly confidential basis solely for your information and is made strictly on the basis that it will remain confidential. All materials presented in this research, unless specifically indicated otherwise, is under copyright to 以牛攻熊. This research and its contents may not be reproduced, stored in a retrieval system, redistributed, transmitted or passed on, directly or indirectly, to any person or published in whole or in part, or altered in any way, for any purpose.
This research may provide the addresses of, or contain hyperlinks to, websites. 以牛攻熊 takes no responsibility for the content contained therein. Such addresses or hyperlinks (including addresses or hyperlinks to 以牛攻熊 own site material) are provided solely for your convenience. The information and the content of the linked site do not in any way form part of this research. Accessing such website or following such link through the research or 以牛攻熊 site shall be at your own risk.
收入与去年同期相比增加。
该集团在研发费用与今年第一季相比增加100%主要是产品的压力测试。
该集团预计下半年的业绩会比上半年好因为季节因素和获得新业务汽车照明（RCL）后组灯光。
该集团预计新市场美国和日本将会有增长。
该集团预计下半年的开销总额三千八百万而上半年的开销总额是一千六百万。
开销增加主要是用在新建筑大约一千万，加强内部测试能力约五百万。
修建新建筑和加强内部测试能力总开销预计四千万，将会在2018年7月开始并分为三个阶段进行。
第一阶段预计2019年第二季度完成，总额大约两千九百万。
Reference Price:
21.08.2018
Price: RM 0.75
Rolling EPS: RM 0.0265
PE: 28.30
NTA: RM 0.287
Price/NTA: 2.61
PE*Price/NTA: 73.95
Undervalued: RM 0.31
Fair Value: RM 0.415
Overvalued: RM 0.62
Disclaimer:
The information contained in this research is based on data obtained from sources believed to be reliable. However, the data and/or sources have not been independently verified and as such, no representation, express or implied, is made as to the accuracy, adequacy, completeness or reliability of the info or opinions in the research.
Accordingly, neither 以牛攻熊 nor any of its related companies and associates nor person connected to it accept any liability whatsoever for any direct, indirect or consequential losses (including loss of profits) or damages that may arise from the use or reliance on the info or opinions in this publication. Any information, opinions or recommendations contained herein are subject to change at any time without prior notice. 以牛攻熊 has no obligation to update its opinion or the information in this research.
Investors are advised to make their own independent evaluation of the info contained in this research and seek independent financial, legal or other advice regarding the appropriateness of investing in any securities or the investment strategies discussed or recommended in this research. Nothing in this research constitutes investment, legal, accounting or tax advice or a representation that any investment or strategy is suitable or appropriate to your individual circumstances or otherwise represent a personal recommendation to you.
This research is being supplied to you on a strictly confidential basis solely for your information and is made strictly on the basis that it will remain confidential. All materials presented in this research, unless specifically indicated otherwise, is under copyright to 以牛攻熊. This research and its contents may not be reproduced, stored in a retrieval system, redistributed, transmitted or passed on, directly or indirectly, to any person or published in whole or in part, or altered in any way, for any purpose.
This research may provide the addresses of, or contain hyperlinks to, websites. 以牛攻熊 takes no responsibility for the content contained therein. Such addresses or hyperlinks (including addresses or hyperlinks to 以牛攻熊 own site material) are provided solely for your convenience. The information and the content of the linked site do not in any way form part of this research. Accessing such website or following such link through the research or 以牛攻熊 site shall be at your own risk.
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