Highlights

南洋行家论股

Author: Tan KW   |   Latest post: Sat, 8 May 2021, 7:31 AM

 

【行家论股/视频】焦点眼镜 餐饮业务前景改善

Author:   |    Publish date:


分析:达证券

目标价:1.03令吉

最新进展

焦点眼镜(FOCUSP,0157,创业板)管理层透露,中央厨房1已在2月获得HACCP认证,而中央厨房2预计在9月获得ISO22000认证;两项认证有助公司获得规模更大的客户的订单。

虽然冠病疫情爆发影响消费者情绪,但该公司餐饮业务在去年依然录得6万7000令吉税前盈利,远胜2019财年时的税前亏损95万令吉。

 

行家建议

今年,我们估计公司餐饮业务的盈利会进一步增长,至250万令吉,得益于2家Komugi烘焙分店开张、现有客户和日本超市订单更多,及潜在新客户支撑。

同时,眼镜销售相信今年应有改善,因为追求时尚潮流的消费者对新眼镜的需求压抑已久,旗下旗舰分店年轻客户人流量已有所恢复。

虽然一些在热门景点区的眼镜店仍因缺乏旅客而受影响,但疫苗接种和下半年边境可能重开,应该可让这些分店从下半年起开始恢复。

焦点眼镜预计在下月底公布首季业绩,我们估计盈利介于190万到230万令吉,等同按年增长4.9%到26.9%之间,归功于眼镜和餐饮业务销售走高。

同时,我们维持今年的盈利预测,但在上调餐饮业务赚幅预测3.5%后,上修明后年盈利预测8.4%和6.3%。

考虑到餐饮业展望和疫苗接种计划的推进,我们提高目标价到1.03令吉,评级由“卖出”上修至“买入”。

 

 

https://www.enanyang.my/行家论股/【行家论股视频】焦点眼镜-餐饮业务前景改善

Share this
Labels: FOCUSP

Related Stocks

Chart Stock Name Last Change Volume 
FOCUSP 0.805 -0.005 (0.62%) 87,600 

  Be the first to like this.
 


APPS
I3 Messenger
Individual or Group chat with anyone on I3investor
MQ Trader
Perform Technical & Fundamental Analysis on Stocks
MQ Affiliate
Earn rewards by referring your friends
 
 

575  350  587 

ActiveGainersLosers
Top 10 Active Counters
 NameLastChange 
 FOCUS 0.095+0.005 
 TAWIN-OR 0.075-0.03 
 VIZIONE 0.23-0.015 
 UCREST 0.345-0.005 
 TANCO 0.11+0.01 
 JAKS 0.645+0.03 
 MINHO-WC 0.09-0.015 
 TAWIN 0.155-0.01 
 CAREPLS 2.41+0.18 
 HIAPTEK-WB 0.12+0.01 

FEATURED POSTS

1. MQ Trader - Introduction to MQ Trader Affiliate Program MQ Trader Announcement!

TOP ARTICLES

1. What pushes the stock price up or down? Koon Yew Yin Koon Yew Yin's Blog
2. From Permafrost to Precipitation, Calvin Tan Research (At what stage is Glove, Steel/Aluminium & Palm Oil Stocks currently? THE INVESTMENT APPROACH OF CALVIN TAN
3. Malaysia's new Covid-19 cases jump to 4,498, highest in three months - Koon Yew Yin Koon Yew Yin's Blog
4. JAKS: What should I response? Any advice! Sslee blog
5. PALM OIL - The Investment That Separates Billionaires from Millionaires (Reposted article) Calvin Tan Research THE INVESTMENT APPROACH OF CALVIN TAN
6. TAWIN: Enters into EV Market, where EV Copper Demand may potentially rise by 9-FOLD by 2027 gemfinding
7. 5大仙股,是值得“便宜”买入?还是要小心踩雷?【百股经#81】 - 百股經 Good Articles to Share
8. 下跌股:速柏玛 RM4.17支撑 南洋行家论股
PARTNERS & BROKERS