Key take-aways and insights from Aemulus Holdings Bhd (0181) C | Rakuten Trade Ideas 🎯

Key take-aways and insights from Aemulus Holdings Bhd (0181) CEO Ng Sang Beng, CFO Ng Chin Wah on Rakuten Trade Ideas Webinar last nite.

-3QFY21 achieved record earnings of RM2.7m and revenue RM16.4m
- key growth catalyst in CMOS Image Sensors achieving significant progress with contracts secured for test system delivery from FY22 until FY25 (estimated USD5.3m)
-CMOS Image Sensors huge market globally where Aemulus is making inroads in the China market
-Record high orderbook of RM40m to provide earnings visibility and growth (double digits) for FY22 and beyond
-China's JV (TMSS) factory in Jiashan expected be operational end 2021 increasing production capacity (3X) benefiting from Made in China 2025
-strategy targeting bulk sales capturing market share in China albeit lower margin
-IP rights estimated to be worth RM350m potentially to be monetised
-work in progress (opportunities) automotive segment to be realised in coming quarter

Aemulus Holdings Bhd (0181) 首席执行官 Ng Sang Beng、首席财务官 Ng Chin Wah 在Rakuten Trade Ideas 网络研讨会上的主要见解。

-3QFY21 实现创纪录的 RM2.7m 盈利和 RM16.4m营业额
- CMOS 图像传感器作为关键增长催化剂取得了重大进展，获得从 22 财年到 25 财年的测试系统交付合同（预估 USD5.3m ）
- CMOS图像传感器的全球市场巨大，Aemulus正在进军中国市场
- 创纪录的 RM40m 订单，为 22 财年及未来的收入提供可见性和增长（两位数）
- 位于嘉善县的中国合资（TMSS）工厂预计将于 2021 年底投入运营，受益于“中国制造 2025”，产能将增加至3 倍
- 以批量销售为目标的战略计划，虽然利润率较低，但在中国占据了市场份额
- 估计价值 RM350m 的知识产权可能被货币化
- 汽车领域的在制品（机会）将在下个季度实现