-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下： IR公司調整後每股盈餘為0.77美元（年成長7%），高於華爾街預期的0.74美元。儘管有機收入下降了0.3%，但總收入仍成長了8%，這主要得益於收購（成長3.7%）和有利的匯率（成長4.2%）。各業務板塊表現不一。精密與科技業務部門實現了4%的有機銷售額成長，利潤率提升120個基點至30.3%；而工業科技業務板塊則因伊朗衝突帶來的不利影響，有機銷售額下降2%，利潤率壓縮210個基點至26.7%。我們認為，訂單金額達到19.78億美元（年增5%），表現令人鼓舞。兩個業務板塊的訂單出貨比均高於1.0倍，顯示未來銷售額可望進一步成長。獲利能力持續承壓，調整後 EBITDA 利潤率壓縮 140 個基點至 25.4%，反映出銷量下降和投入成本上漲，其中 IT&S 的利潤率壓力最為明顯，儘管 P&ST 的營運效率提升舉措推動了積極的業績，但定價未能完全抵消成本上漲。
Related Articles
Asia
Sprintex Signs Exclusive Saudi Arabia Distribution Agreement With Washnah
Sprintex (ASX:SIX) said it has entered into an exclusive distribution agreement with Washnah for the supply of its G-Series, GA, and GR high-speed jet blowers across the entire Kingdom of Saudi Arabia, according to a Wednesday Australian bourse filing.The company said the agreement appoints Washnah as its sole and exclusive distributor in Saudi Arabia, with performance-based exclusivity and minimum secured order commitments of $500,000 per year following regulatory approvals, with an initial term to March 31, 2029, and an option for a further two-year extension subject to milestone achievements.Washnah has also submitted a tender for the King Salman International Airport Wastewater Treatment Works using exclusively Sprintex high-speed turbo blowers, representing an opportunity of over AU$5 million based on the supply only of Sprintex blower content, the filing added.
$ASX:SIX
Asia
Sunmi Technology Nets HK$922 Million in Hong Kong IPO Ahead of Debut
Shanghai Sunmi Technology (HKG:6810) raised HK$922 million in net proceeds from its initial public offering in Hong Kong.The offer price was set at HK$24.86 per H-share, according to a Tuesday after-market filing with the Hong Kong Stock Exchange.The China-based business IoT services provider offered 42.6 million H-shares in the global offering.The Hong Kong public offer was 2,003.16 times subscribed, with a final allocation of 4.3 million shares, representing 10% of the total offering.The international offering was 7.91 times subscribed, with a final allocation of 38.4 million shares, or 90% of the total offering.Cornerstone investors, including China Orient Enhanced Income Fund and Xinwutang, were allotted a combined 11.5 million shares, according to the filing.Shanghai Sunmi Technology is scheduled to debut on the Hong Kong bourse on Wednesday, April 29.
$HKG:6810
Asia
China Merchants Bank's Q1 Profit Rises 1.5%, Net Interest Income Up 5%
China Merchants Bank (SHA:600036, HKG:3968) posted a 1.5% increase in attributable net profit in the first quarter to 37.9 billion yuan from 37.3 billion yuan, according to filings with the Shanghai and Hong Kong bourses late Tuesday.Earnings per share edged up to 1.49 yuan from 1.48 yuan.Operating income climbed 3.9% to 87 billion yuan from 83.7 billion yuan. Net interest income rose 5% to 55.6 billion yuan from 53 billion yuan.
$HKG:3968$SHA:600036