{"id":3451,"date":"2020-09-06T12:25:41","date_gmt":"2020-09-06T12:25:41","guid":{"rendered":"https:\/\/www.maxlee.info\/blog\/?p=3451"},"modified":"2020-09-06T12:34:04","modified_gmt":"2020-09-06T12:34:04","slug":"uwc-quarterly-results-review","status":"publish","type":"post","link":"https:\/\/www.maxlee.info\/blog\/invest\/uwc-quarterly-results-review\/","title":{"rendered":"UWC Quarterly Results Review"},"content":{"rendered":"<p>\u6211\u4eec\u5c31\u6765\u63a2\u8ba8\u4e00\u4e0b\u4e1a\u7ee9\u597d\u5230\u7206\u7684 <strong>UWC<\/strong>\uff0c\u4ee5\u53ca\u8be5\u516c\u53f8\u662f\u5426\u8fd8\u503c\u5f97\u6295\u8d44\u5427\uff01&#x1f914; <\/p>\n<figure id=\"attachment_3458\" aria-describedby=\"caption-attachment-3458\" style=\"width: 1200px\" class=\"wp-caption alignleft\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.maxlee.info\/blog\/wp-content\/uploads\/2020\/09\/UWC-hq-1200x800.jpg\" alt=\"UWC Headquarter\" width=\"1200\" height=\"800\" class=\"size-large wp-image-3458\" srcset=\"https:\/\/www.maxlee.info\/blog\/wp-content\/uploads\/2020\/09\/UWC-hq-1200x800.jpg 1200w, https:\/\/www.maxlee.info\/blog\/wp-content\/uploads\/2020\/09\/UWC-hq-800x534.jpg 800w, https:\/\/www.maxlee.info\/blog\/wp-content\/uploads\/2020\/09\/UWC-hq-768x512.jpg 768w, https:\/\/www.maxlee.info\/blog\/wp-content\/uploads\/2020\/09\/UWC-hq.jpg 1240w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption id=\"caption-attachment-3458\" class=\"wp-caption-text\">UWC Headquarter<\/figcaption><\/figure>\n<p><!--more--><\/p>\n<p>\u6211\u4eec\u5c31\u5148\u770b\u770b UWC \u5728\u8fd9\u4e2a\u5b63\u5ea6\u7684\u4e1a\u7ee9\u8868\u73b0\u662f\u591a\u597d\u5148\uff1a<\/p>\n<p>\u8425\u4e1a\u989d\uff08Revenue\uff09&#x1f53a; RM 14.5 Million\uff08+30.91%\uff09<\/p>\n<p>\u6bdb\u5229\uff08Gross Profit\uff09&#x1f53a; RM 7.5 Million\uff08+41.35%\uff09<\/p>\n<p>\u6bdb\u5229\u7387\uff08Gross Profit Margin\uff09&#x1f53a; 3.07%*<\/p>\n<p>*UWC \u7684\u6bdb\u5229\u7387\u4ece 38.53% \u63d0\u5347\u5230 FY 2020 Q4 \u7684 41.60% \u4e4b\u591a..<\/p>\n<p>\u4ece\u516c\u53f8\u7684\u8425\u4e1a\u989d\u6765\u770b\u7684\u8bdd\uff0c\u5728 May \u2013 July\uff08\u4e5f\u5c31\u662f\u4ed6\u4eec\u7684 FY 2020 Q4\uff09\u6765\u8bf4\u53ef\u4ee5\u6210\u957f 30.91% \u7684\u8425\u4e1a\u989d &#x1f4c8; \u7b97\u662f\u975e\u5e38\u5f3a\u52b2\u7684\u8868\u73b0\uff01<\/p>\n<p>\u800c\u8fd9\u90fd\u662f\u56e0\u4e3a\u516c\u53f8\u7684\u987e\u5ba2\u7fa4\u5bf9\u4e8e\u4ed6\u4eec\u4ea7\u54c1\u7684\u9700\u6c42\u91cf\u589e\u52a0\u5bfc\u81f4\u7684\uff1b\u5176\u4e2d\u6700\u4e3a\u663e\u7740\u7684\u884c\u4e1a\u5c31\u662f Semiconductor \u4ee5\u53ca Life science &#x1f489; \u884c\u4e1a~<\/p>\n<p>\u516c\u53f8\u7684 Life Science \u987e\u5ba2\u76f8\u4fe1\u5e02\u573a\u90fd\u77e5\u9053\u4e86\u662f Agilent\uff0c\u800c Agilent \u6240\u5728\u7684\u884c\u4e1a\u5728\u76ee\u524d\u7684 COVID-19 \u7206\u53d1\u662f\u4f1a\u5bf9\u4e8e UWC \u751f\u4ea7\u7684\u7cbe\u5bc6\u96f6\u4ef6\u9700\u6c42\u91cf\u589e\u52a0\u7684\uff1b\u636e\u6211\u4eec\u83b7\u5f97\u7684\u6d88\u606f\u6765\u8bf4\u7684\u8bdd\uff0cAgilent \u76ee\u524d\u552f\u4e00\u7684\u4f9b\u5e94\u5546\u5c31\u662f UWC \u4e86..<\/p>\n<p>\u4ee5 2019 \u6765\u8bf4\u7684\u8bdd\uff0c\u516c\u53f8\u7684 Semiconductor \u987e\u5ba2\u6709\u4e09\u4e2a\uff0c\u5206\u522b\u662f Customer A\uff08\u69df\u57ce\u67d0\u4e2a\u4ee5 I \u5f00\u5934\u7684\u516c\u53f8\uff0c\u4f60\u4eec\u77e5\u9053\u7684\uff09\uff0cPlexus \u4ee5\u53ca Teradyne \u7b49\u7b49\uff1b\u5bf9\u4e8e Semiconductor \u7684\u8ba2\u5355\u8d77\u521d\u6211\u4eec\u8ba4\u4e3a\u662f\u56e0\u4e3a Order Backlog \u5bfc\u81f4\u7684 &#x1f937; \u4f46\u662f\u518d\u501f\u9274 UWC \u4e0a\u4e2a\u5b63\u5ea6\u7684\u8868\u73b0\u6765\u8bf4\u7684\u8bdd\uff0c\u5b9e\u9645\u4e0a\u8fd9\u4e2a\u5b63\u5ea6\u662f\u6bd4\u8f83\u5065\u5eb7\u7684\u589e\u5e45\u7684\uff01<\/p>\n<p>\u81f3\u4e8e\u6bdb\u5229\u7684\u8bdd\uff0c\u57fa\u672c\u4e0a\u4e3b\u8981\u90fd\u662f\u6765\u81ea\u516c\u53f8\u8425\u4e1a\u989d\u589e\u957f\u800c\u5bfc\u81f4\u7684\uff0c\u8fd9\u4e2a\u5b63\u5ea6\u771f\u7684\u662f\u975e\u5e38\u4e0d\u9519..<\/p>\n<p>\u884c\u653f\u4ee5\u53ca\u5176\u4ed6\u6536\u8d39\uff08Administrative and Other Expenses\uff09&#x1f53b; RM 0.6 Million\uff08-14.62%\uff09<\/p>\n<p>\u51c0\u5229\uff08Net Profit\uff09&#x1f53a; RM 8.6 Million\uff08+85.11%\uff09<\/p>\n<p>\u51c0\u5229\u7387\uff08Net Profit Margin\uff09&#x1f53a; 8.89%**<\/p>\n<p>**UWC \u5728\u8fd9\u4e2a\u5b63\u5ea6\u7684 Net Profit Margin \u4ece 21.48% \u589e\u52a0\u5230\u4e86 30.37% \u4e4b\u591a..<\/p>\n<p>\u9664\u4e86\u4e0a\u9762\u6211\u4eec\u63d0\u5230\u7684\u56e0\u7d20\u4e4b\u5916\uff0c\u5728\u8fd9\u4e2a\u5b63\u5ea6\u91cc\u9762\u516c\u53f8\u7684 Administrative and Other Expenses \u76f8\u6bd4\u4e8e FY 2019 Q4 \u964d\u4f4e\u4e86 &#x1f4c9; \u8fd9\u4e3b\u8981\u662f\u56e0\u4e3a\u516c\u53f8\u5728\u4e0a\u4e2a\u5bf9\u6bd4\u7684\u5b63\u5ea6\u5305\u542b\u4e86 IPO \u4e0a\u5e02\u7684\u8d39\u7528\uff0c\u5728\u8fd9\u4e2a\u5b63\u5ea6\u76f8\u5bf9\u6765\u8bf4\u5c31\u51cf\u5c11\u4e86..<\/p>\n<p>\u53e6\u5916\uff0c\u8fd9\u4e2a\u5b63\u5ea6\u91cc\u9762\u7684 Other Income \u4e5f\u589e\u52a0\u4e86 RM 0.5 Million \u4e4b\u591a\uff1b\u4e5f\u76f8\u5bf9\u589e\u52a0\u4e86\u516c\u53f8\u7684\u76c8\u5229\uff0c\u8ba9\u516c\u53f8\u6574\u4f53\u7684\u76c8\u5229\u589e\u5e45\u5230\u4e86 85.11% \u4e4b\u591a..<\/p>\n<p>\u7ecf\u8425\u73b0\u91d1\u6d41\uff08Operating Cash Flow\uff09&#x1f53a; RM 43.8 Million\uff08+385.53%\uff09<\/p>\n<p>\u4ee5 Operating Cash Flow\uff08\u201cOCF\u201d\uff09\u6765\u8bf4\u7684\u8bdd\uff0c\u516c\u53f8\u5728\u8fd9\u4e2a\u5b63\u5ea6\u7684\u73b0\u91d1\u6d41\u4e5f\u8d85\u6f02\u4eae &#x1f44d; \u5168\u5e74\u6536\u5165\u4e86 RM 55.2 Million \u7684 OCF\uff01<\/p>\n<p>\u8981\u77e5\u9053 UWC \u5728\u4e0a\u5e02\u7684\u65f6\u5019\u4e00\u5171\u878d\u8d44\u4e86 RM 57.4 Million\uff0c\u5176\u4e2d RM 32.1 Million \u662f\u7528\u4e8e CAPEX \u7684\uff0c\u7b80\u5355\u5730\u8bf4\uff0cUWC \u662f\u4e0d\u7528\u4e0a\u5e02\u7684\u8d44\u91d1\u4e5f\u53ef\u4ee5\u6210\u957f\u5f97\u90a3\u4e48\u5f3a\u52b2\u7684..<\/p>\n<p>&#x1f31f; \u4f5c\u8005\u603b\u7ed3\uff1a<\/p>\n<p>\u6574\u4f53\u6765\u8bf4\uff0cUWC \u7684\u4e1a\u7ee9\u597d\u7684\u7a0b\u5ea6\u57fa\u672c\u4e0a\u6211\u4e0d\u9700\u8981\u518d\u63d0\u4e86\uff0c\u6211\u4eec\u5c31\u770b\u770b\u516c\u53f8\u7684\u524d\u666f\u5427\uff01&#x1f914; <\/p>\n<p>UWC \u5728\u5b63\u62a5\u91cc\u9762\u6709\u8868\u793a\u4ed6\u4eec\u5bf9\u4e8e\u63a5\u4e0b\u6765\u7684\u8425\u8fd0\u611f\u5230 \u201cOptimistic\u201d\uff0c\u5728 COVID-19 \u7206\u53d1\u540e\u4ed6\u4eec\u4e5f\u6709\u65b0\u5ba2\u6237\u627e\u4ed6\u4eec\uff08\u6211\u4eec\u542c\u8bf4\u662f\u6709 AMD\uff0c\u8fd9\u4e2a\u5728\u6280\u672f\u4e0a\u6682\u65f6\u8d85\u8d8a\u4e86 Intel \u7684\u516c\u53f8\uff09\uff01<\/p>\n<p>\u800c Semiconductor Equipment and Material International\uff08\u201cSEMI\u201d\uff09\u6709\u63d0\u5230\u8bf4 &#x2699;&#xfe0f; Semiconductor \u7684 Test Equipment \u5728 2020 \u5e74\u9884\u8ba1\u4f1a\u6210\u957f 13%\uff0c\u800cWafer Fab Equipment \u5219\u662f\u5728 2021 \u5e74\u9884\u8ba1\u4f1a\u6210\u957f 13%\uff0c\u5bf9\u4e8e UWC \u7684\u524d\u666f\u6765\u8bf4\uff0c\u8fd9\u7edd\u5bf9\u4f1a\u662f\u597d\u6d88\u606f..<\/p>\n<p>\u5728\u8fd9\u671f\u95f4\uff0c\u516c\u53f8\u4e5f\u83b7\u5f97\u4e86\u5bf9\u4e8e Chip Tester\uff08\u7c7b\u4f3c\u4e8e ATE \u76f8\u5173\u4ea7\u54c1\uff09\u4ee5\u53ca Flash Memory Test Handler\uff08\u53ef\u4ee5\u5728 SSD \u627e\u5230\u8fd9\u6837\u4ea7\u54c1\uff09\u66f4\u9ad8\u7684\u8ba2\u5355\uff0c\u800c\u5728 Life science \u65b9\u9762\u516c\u53f8\u7684\u8ba2\u5355\u4e5f\u662f\u6301\u7eed\u589e\u5f3a\u4e2d\uff0c\u672a\u6765\u7684 5G\uff0cLife Science \u4ee5\u53ca Semiconductor \u7684\u53d1\u5c55\u90fd\u4f1a\u6210\u4e3a UWC \u7684\u6838\u5fc3\u6210\u957f\u56e0\u7d20..<\/p>\n<p>P\/S\uff1a\u76ee\u524d\u6211\u662f\u6ca1\u6709\u6301\u6709 UWC \u7684\u80a1\u4efd\u7684 &#x1f31a; \u4f46\u662f\u4ee5\u516c\u53f8\u76ee\u524d\u7684 P\/E 59.53 \u500d\u6765\u8bf4\uff0c\u770b\u8d77\u6765\u5f88\u8d35\uff0c\u4f46\u662f\u4ee5\u4ed6\u4eec\u6210\u957f\u6765\u8bf4\u7684\u8bdd.. \u4e0d\u6392\u9664\u6211\u4f1a\u5728\u6bd4\u8f83\u5927\u7684\u56de\u8c03\u5927\u91cf\u4e70\u5165\uff01<\/p>\n<p><strong>\u514d\u8d23\u58f0\u660e\uff1a<\/strong><\/p>\n<p>\u4ee5\u4e0a\u6240\u6709\u7684\u5185\u5bb9\u90fd\u5355\u7eaf\u53ea\u662f\u4e2a\u4eba\u7684\u89c2\u70b9\uff0c\u6240\u6d89\u53ca\u7684\u5185\u5bb9\u53ea\u80fd\u88ab\u5f53\u6210\u662f\u5b66\u4e60\uff0c\u6559\u80b2\u4e0e\u8d44\u8baf\u7528\u9014\uff0c\u800c\u7edd\u975e\u4e13\u4e1a\u7684\u91d1\u878d\uff0c\u6295\u8d44\u610f\u89c1\uff0c\u6216\u4e70\u5356\u610f\u89c1\u3002\u8bf7\u81ea\u884c\u5206\u6790\uff0c\u4e86\u89e3\u5176\u98ce\u9669\uff0c\u518d\u5411\u4e13\u4e1a\u7684\u91d1\u878d\u7406\u8d22\u987e\u95ee\u4e13\u5bb6\u63a2\u8ba8\u6295\u8d44\u7684\u6027\u8d28\u3002<\/p>\n<p>12Invest \u7edd\u4e0d\u5bf9\u4efb\u4f55\u5206\u4eab\u7684\u5185\u5bb9\uff0c\u89c2\u70b9\uff0c\u7684\u51c6\u786e\u6027\uff0c\u5b8c\u6574\u6027\uff0c\u6b63\u786e\u6027\uff0c\u6709\u6548\u671f\u6027\u8d1f\u8d23\u4efb\u3002\u6240\u6709\u7684\u8bef\u89e3\uff0c\u9519\u8bef\uff0c\u9057\u6f0f\uff0c\u8d44\u8baf\u7684\u5ef6\u8fdf\u6240\u9020\u6210\u7684\u4f24\u5bb3\u6055\u4e0d\u8d1f\u8d23\u3002<\/p>\n<p>Source: 12Invest on Facebook<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u6211\u4eec\u5c31\u6765\u63a2\u8ba8\u4e00\u4e0b\u4e1a\u7ee9\u597d\u5230\u7206\u7684 UWC\uff0c\u4ee5\u53ca\u8be5\u516c\u53f8\u662f\u5426\u8fd8\u503c\u5f97\u6295\u8d44\u5427\uff01&#x1f914;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[18],"tags":[],"class_list":["post-3451","post","type-post","status-publish","format-standard","hentry","category-invest"],"_links":{"self":[{"href":"https:\/\/www.maxlee.info\/blog\/wp-json\/wp\/v2\/posts\/3451","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.maxlee.info\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.maxlee.info\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.maxlee.info\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.maxlee.info\/blog\/wp-json\/wp\/v2\/comments?post=3451"}],"version-history":[{"count":0,"href":"https:\/\/www.maxlee.info\/blog\/wp-json\/wp\/v2\/posts\/3451\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.maxlee.info\/blog\/wp-json\/wp\/v2\/media?parent=3451"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.maxlee.info\/blog\/wp-json\/wp\/v2\/categories?post=3451"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.maxlee.info\/blog\/wp-json\/wp\/v2\/tags?post=3451"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}