Inari Leans To China's AI Drive Smartphone Market For Growth
Inari Leans To China's AI Drive Smartphone Market For Growth
Inari Amertron Bhd (INARI) is positioned to expand into China's recovering smartphone market while capitalising on the roll-out of AI-capable smartphones.
Inari Amertron Bhd(INARI)定位于扩大中国复苏的智能手机市场,并在引入人工智能智能手机的情况下进行利用
The company is strategically prepared to benefit from the increasing demand for high-bandwidth optoelectronic devices and data centers which are critical to support the growing market. Its Radio Frequency (RF) segment, expected to contribute 59%-63% of FY25F-FY26F revenue, will be a key driver benefiting from the upgrade cycle sparked by AI-capable smartphones.
该公司从战略上准备好在高带宽光电子器件和数据中心的需求增长中受益,这对支持增长市场至关重要。其射频(RF)板块预计将为FY25F-FY26F营业收入贡献59%-63%,将成为受益于人工智能智能手机升级周期的主要推动力。
The company's 54.5%-owned YSIC-JV with a plant in Yiwu, is positioned to tap into China's growing smartphone market, which saw an 8.9% YoY increase in 2QCY24 shipments. INARI is aiming for RMB1b revenue from its China unit based on earlier understanding.
该公司持有54.5%的YSIC-JV,其在义乌设有工厂,定位于参与中国日益增长的智能手机市场,该市场在2QCY24的出货量同比增长了8.9%。INARI计划根据早期理解从其中国单位获得10亿人民币的营业收入。
It's FY25 outlook remains promising, driven by key trends in AI and trade-war tariffs that are reshaping the tech industry.
由于人工智能和贸易战关税正在改变技术行业的关键趋势,INARI的FY25展望仍然令人期待。
Nevertheless, INARI's FY25/FY26 net profit forecasts have been lowered by 15%/8%, respectively, reflecting the impact of margins that were compressed due to higher input costs (expansion and new product development) as seen in the soft FY24 results.
然而,由于较高的输入成本(扩张和新产品开发)使利润率受挤压,INARI的FY25 / FY26净利润预测分别下调了15%/ 8%,如FY24财报所示。
Analysts have also adjusted INARI's target price to RM4.05 while maintaining their OUTPERFORM call. As at 12:00 noon, INARI's stock traded at RM3.09. (Google-hosted Bursa updates)
分析师将INARI的目标价调整为RM4.05,同时保持其超越市场的看涨评级。截至中午12点,INARI的股票交易在RM3.09。
Overall, INARI is favoured for being the closest proxy to 5G adoption as well as being highly responsive to the market demand with the roll-out of new technologies, and undertaking significant expansion in China.
总的来说,INARI是5G采用的最接近代理,也是高度响应市场需求的公司,在推出新技术和在中国进行重大扩张方面表现出色。