ATE leader - VITROX has already gone through the worst.
The performance of VITROX, the leader in the ATE industry, has been released, and the performance is indeed better in Q2 than in Q1, as the management said. However, this time there is a Other Income of RM5.4 million, which is a significant contribution from the forex.
According to the forecast for Q1, Q2 will perform better than Q1, and the second half of the year will be better than the first half. Based on the current trend and the company's outlook, the moderator believes it is feasible. It is expected that the net income for the full year of 2023 may decline by 25-30%, and it will recover in 2024.
Not every technology company's profit will recover so quickly, companies with diversified businesses will recover faster. Companies with a high proportion of consumer end markets will need 1-2 more quarters to clear inventory, so choosing the right track can go further.
PENTA is one of the leaders of ATE, and it is expected that the upcoming performance will still be strong, as over half of the company's performance comes from the automotive sector. In terms of the overall environment, the technology semiconductor industry will be better in the second half of the year than in the first half. Let's encourage each other.
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投资座右铭：价值为主，技术为辅，心态之上
在股市拥有超过10年的经验，主要是通过科技以及制造出口领域累积财富。
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