AEMULUS 0181 QUARTERLY REPORT 31 MARCH 2019
Quarterly Report Review:
收入与去年同期相比减少28%主要是半导体行业的放缓和全球贸易战的影响。
该集团认为2019财政年的收入增长将会受到影响主要是因为该季的企业存储和智能手机及平板电脑领域对测试解决方案的需求低于前几个季度。
但该集团乐观的表示在2019年7月为数字和物联网终端市场推出新开发的数字测试仪，并表示远东地区的数字测试仪需求持续增长来提升收入的增长和渗透更多的市场。
Reference Price:
16.05.2019
Price: RM 0.205
Rolling EPS: RM 0.0073
PE: 28.08
NTA: RM 0.14
Price/NTA: 1.46
PE*Price/NTA: 41.11
Undervalued: RM 0.115
Fair Value: RM 0.15
Overvalued: RM 0.225
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减少28%主要是半导体行业的放缓和全球贸易战的影响。
该集团认为2019财政年的收入增长将会受到影响主要是因为该季的企业存储和智能手机及平板电脑领域对测试解决方案的需求低于前几个季度。
但该集团乐观的表示在2019年7月为数字和物联网终端市场推出新开发的数字测试仪，并表示远东地区的数字测试仪需求持续增长来提升收入的增长和渗透更多的市场。
Reference Price:
16.05.2019
Price: RM 0.205
Rolling EPS: RM 0.0073
PE: 28.08
NTA: RM 0.14
Price/NTA: 1.46
PE*Price/NTA: 41.11
Undervalued: RM 0.115
Fair Value: RM 0.15
Overvalued: RM 0.225
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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