Tuesday 23 February 2016

斤经济较:Penta是去是留?



刚刚Penta出了季报,
总共包含了3大特点,
1预期11

预期的部分在于
Automated equipment revenue稍微下跌,
主要是因为有一部分的业绩defer去下一个季度,
已经有两个季度的业绩defer去下一个季度,
如果属实那么下个季度就会爆发。

悲的部分在于
Automated manufacturing solution又在由盈转亏,
这个部门其实marginautomated equipment高,
本来对它蛮有希望的,
但是这一季的业绩太失望了。

喜的部分在于
新的部门Smart Control Solution System竟然大有斩获,
Revenue虽然才RM2.9m
PBT却有RM2.2m
Profit margin非常高,
如果可以继续成长,
应该蛮有前途。
季报里面提到:
The Smart Manufacturing System is based on Internet
of Things, vision technologies and automated robotic system to radically
improve efficiency and visibility in manufacturing.

总的来说,
投资于Penta的风险很大,
全部都集中在管理层的能力和诚信,
下一季的业绩就是关键,
成的话大涨,
败的话就大跌,
我就守着票看管理层的表演。。


5 comments:

  1. 我也打算留,不过要住好在套房一段时间ah

    ReplyDelete
  2. In the segment info table, there's one big swing for "adjustment".
    Q3, it was +1246, but Q4 it became -15. Do you know what's that? This was causing the net profit to drop so much but there's no explanation for this...

    ReplyDelete
  3. 有没有MMSV去留的分析~~ :-p

    ReplyDelete