Market Brief

The articles are produced in Chinese only.

Author

伍洛桓先生(Gary Ng)
經理

畢業於美國加州大學聖地牙哥分校。對投資股票、期權經驗豐富。本人樂意為客戶提供投資分析及買賣策略。歡迎各位來電交流心得。
Phone:
36533000

信利國際有限公司 (0732.HK)

Wednesday, December 7, 2016 Views5483

主要業務包括:製造及銷售液晶體顯示器產品及電子消費產品

 

基本資料 :

現價 : $2.92
市值 : 86億
市賬率 : 1.21倍
市盈率 : 10.0倍
周息率 : 3.42%
52週高/低 : $4.53 / $1.54
10天/50天/250天平均價 : $3.03 / $3.17 / $2.87

 

主要股東 :

林偉華先生 (44.53%)

 

評論:

集團剛公佈2016年11月之未經審核綜合營業淨額為約18.50億元,比去年11月15.95億元增加約15.99%,持續獲得增長。集團截至2016年11月之未經審核累計綜合營業淨額約為193.34億港元,較截至去年十一月三十日止十一個月之累計綜合營業淨額約174.29億港元增加約10.9%。集團早前公佈截至9月份的季度業績顯示未經審核毛利率為10.9%,較去年同期10.8%有所上升,顯示集團沒有刻意為求銷售而減低產品之毛利。而集團之信利惠州4.5代AMOLED生產線於11月底正式量產,此生產線為全球首創的採用無需切割進行全尺寸蒸鍍的產線,可生產500 PPI以上的超高清產品,可望為信利於未來提供指紋識別模組外的另一個增長動力。

 

信利國際在過去數月已由高位回落多達30%,估值回落至合理水平,建議可設買入價於250天平均線附近。

 

建議買入價: $2.85

目標價: $3.20

止蝕價: $2.70

 

註:本人伍洛桓為證監會持牌人士。截至本評論文章發表日止,本人及/或其有聯繫者並無持有全部提及之証券的所有相關財務權益。

This report is produced and is being distributed in Hong Kong by Phillip Securities Group with the Securities and Futures Commission (“SFC”) licence under Phillip Securities (HK) LTD and/ or Phillip Commodities (HK) LTD (“Phillip”). Information contained herein is based on sources that Phillip believed to be accurate. Phillip does not bear responsibility for any loss occasioned by reliance placed upon the contents hereof. The information is for informative purposes only and is not intended to or create/induce the creation of any binding legal relations. The information provided do not constitute investment advice, solicitation, purchase or sell any investment product(s). Investments are subject to investment risks including possible loss of the principal amount invested. You should refer to your Financial Advisor for investment advice based on your investment experience, financial situation, any of your particular needs and risk preference. For details of different product's risks, please visit the Risk Disclosures Statement on http://www.phillip.com.hk. Phillip (or employees) may have positions/ interests in relevant investment products. Phillip (or one of its affiliates) may from time to time provide services for, or solicit services or other business from, any company mentioned in this report. The above information is owned by Phillip and protected by copyright and intellectual property Laws. It may not be reproduced, distributed or published for any purpose without prior written consent from Phillip.
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