美特工业 - 继续扩展
美特工业经营两个业务部门：制造服装和包装材料。 服装销售额占集团收入的90％以上。 其服装销售额超过90％来自耐克公司。该集团年产能为3560万件，利用率为70％，并计划到2020年将产能提高至5000万件。公司将其产品扩展到本地大马，越南，美国，欧洲，中国，加拿大，泰国，印度尼西亚和日本的市场。
美特工业分别公布其2018年收入和核心净利润分别为2.2亿令吉（下降26.4％）和2,390万令吉（下跌38.7％）。总体而言，2018年是一个表现不佳的年份，收入和核心净利润分别下降5.3％和11.1％，其主要受到收到的销售订单减少，运营费用特别是劳动力成本上涨以及不利的外汇走势影响。美特工业宣布第四季度每股5仙的较低股息7仙，全年派息为20仙，相当于2018年的35.6％派息。美特工业的估值不高，基本面稳健（截至2018年4月30日净现金额为1.929亿令吉或1.19令吉/股），有吸引力的股息收益率。
自2018以来，两家新计划生产设施之一已经开始生产，而第二家工厂仍在建设中，所以预计2019年的表现会更好，这得益于两家新制造工厂的新产能和更稳定的外汇流动。
Disclaimer:
All posts and documents submitted in this blog are solely for open discussion and education purposes only. All recommendations and opinion provided are solely for your consideration only and you should exercise your own judgment in forming your own investment decision(s). Please also be informed that equity investment is risky and we recommend you to conduct sufficient searches for information in addition to referring our recommendations and/or opinion herein, prior to making an investment decision.
You should take full responsibility of your investment decision(s) and we accept no liability whatsoever for any direct or consequential loss arising from any use of our recommendations and/or opinion provided herein or any solicitations of an offer to buy or sell any securities. Comments and opinions forwarded/provided by members/followers of this blog do not belong to the Admin and we take no responsibility of such.
