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)定位於擴大中國復甦的智能手機市場,並在引入人工智能智能手機的情況下進行利用
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.
該公司從戰略上準備好在高帶寬光電子器件和數據中心的需求增長中受益,這對支持增長市場至關重要。其射頻(RF)板塊預計將爲FY25F-FY26F營業收入貢獻59%-63%,將成爲受益於人工智能智能手機升級週期的主要推動力。
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.
該公司持有54.5%的YSIC-JV,其在義烏設有工廠,定位於參與中國日益增長的智能手機市場,該市場在2QCY24的出貨量同比增長了8.9%。INARI計劃根據早期理解從其中國單位獲得10億人民幣的營業收入。
It's FY25 outlook remains promising, driven by key trends in AI and trade-war tariffs that are reshaping the tech industry.
由於人工智能和貿易戰關稅正在改變技術行業的關鍵趨勢,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,由於較高的輸入成本(擴張和新產品開發)使利潤率受擠壓,INARI的FY25 / FY26淨利潤預測分別下調了15%/ 8%,如FY24業績所示。
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)
分析師將INARI的目標價調整爲RM4.05,同時保持其超越市場的看漲評級。截至中午12點,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.
總的來說,INARI是5G採用的最接近代理,也是高度響應市場需求的公司,在推出新技術和在中國進行重大擴張方面表現出色。
譯文內容由第三人軟體翻譯。