本集介紹
Metal case factory Catcher (2474) Q2 consolidated revenue was 10.402 billion yuan, a 17.6% quarterly decrease, mainly due to the lack of NB materials and the alternation of new and old products. The legal person estimates that it will have the effect of pulling goods in the electronic peak season. With this bet, Catcher’s Q3 revenue has the opportunity to challenge the double-digit quarterly growth.
In the short-term, Catcher’s current business energy mainly comes from laptops, and the contribution of electric vehicle interior parts continues to grow, but the proportion is not high.
The legal person believes that the mixed work style after the epidemic will support the basic market of the laptop industry, but it is not an opportunity. The shell industry still needs to pay attention to competition in the same industry, especially in recent years, the red supply chain has also entered the Macbook and iPad supply chain.
From the perspective of financial status, Catcher completed the disposal of the Taizhou plant last year, with sufficient funds on hand. The company also promised to maintain a cash dividend of more than RMB 10 in the next three years from this year.
In the medium and long term, legal persons are concerned about whether Catcher can catch the opportunity of the rise of smartphones in the previous wave and find new growth momentum again.
Catcher’s Q1 consolidated revenue was 12.629 billion yuan, EPS was 3.3 yuan, and Q1’s net value per share was 210.66 yuan; Catcher’s Q2 consolidated revenue was 10.402 billion yuan. Affected by the decline in revenue scale and undistributed earnings tax, legal persons’ Cheng Q2 is more cautious about profitability, but as the industry peak season approaches in Q3, Catcher’s operations are expected to recover
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金屬機殼廠可成(2474)Q2合併營收為104.02億元，季減17.6%，主要係受NB缺料與新舊產品交替等影響，法人推估，在電子旺季與新機拉貨效應挹注下，可成Q3營收有機會挑戰二位數季增。短線來看，可成目前營運動能主要來自筆電，電動車內裝件貢獻持續成長，但比重還不高；法人認為，疫後混合式的工作型態將支撐筆電產業基本盤，不過機殼產業仍須留意同業競爭，尤其近年紅色供應鏈也紛紛進入Macbook、iPad供應鏈。
從財務狀況來看，可成去年完成泰州廠處分，手上的資金充足，公司也承諾從今年起，未來3年都將維持10元以上的現金股利。
中長線來看，法人則關注，可成能否如前一波抓到智慧型手機崛起的契機，再重新找到新的成長動能。
可成Q1合併營收為126.29億元，EPS為3.3元，Q1每股淨值為210.66元；可成Q2合併營收為104.02億元，受到營收規模下滑與未分配盈餘稅影響，法人對於可成Q2獲利看法較謹慎，不過Q3隨著產業旺季來臨，可成營運將可望回溫
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