Pentamaster International

Pentamaster International Limited. Pentamaster International Limited is an investment holding company mainly engaged in the provision of automation technology and solutions. Along with subsidiaries, the Company operates its business through two segments. The Automated Equipment segment offers products and solutions catering to customers' needs for automated functionality testing on components and/or end products along their manufacturing processes. The products and solutions primarily consisted of test handlers solutions for testing of semiconductor electronic components such as integrated circuits (ICs) and smart sensors under Pentamaster Technology, as well as end product test solutions in respect of consumer electronic products and light emitting diodes (LEDs) under Pentamaster Instrumentation. Automated Manufacturing Solution segment is engaged in designing, development and installation of automated manufacturing solutions (AMS) modules.
  • Ticker1665
  • ISINKYG699761014
  • ExchangeHong Kong Stock Exchange
  • SectorTechnology Hardware & Equipment
  • CountryCayman Islands

Analysts

UOB
Lee Yuk Kei

Small/Mid Cap Highlights - Conviction BUY in social e-commerce, cloud, smart device plays

We have identified social e-commerce, cloud and smart devices as the key 2020 investment themes for China, as these sectors can help upgrade China into a digitalised economy. We believe: a) social e-commerce could help SMEs transition to the O2O business model; b) cloud solutions will be able to strengthen Chinese enterprise efficiency and competitiveness; and c) smart devices will facilitate industrial internet and 5G development. Our top picks are Weimob, Inspur and Pentamaster.

UOB
Lee Yuk Kei

Small/Mid Cap Highlights: Conviction BUY in social e-commerce, cloud, smart device plays.

We have identified social e-commerce, cloud and smart devices as key 2020 investment themes for China as these sectors can help upgrade China into a digitalised economy. We believe: a) social e-commerce could help SMEs’ transition to the O2O business model; b) cloud solutions will strengthen Chinese enterprises’ efficiency and competitiveness; and c) smart devices will facilitate industrial internet and 5G development. Our top picks are Weimob, Inspur and Pentamaster.

UOB
Greater China Research Team

Strategy - Beyond COVID-2019

While workers in major cities are returning to work on 10 February, mobility restrictions and shortage of protective masks will lead to a slow start. Hence, 1Q20 is likely to be a washout. But investors have looked beyond the impact of COVID- 2019, with the index recovering more than half of the initial decline. Even with the sharp rebound, some stocks remain attractive, namely CK Asset, PICC P&C, Stella, and Xiabuxiabu.

UOB
Lee Yuk Kei

IT Hardware - Handset Components: Coronavirus impact on supply chain

The Wuhan coronavirus outbreak in China has forced the government to extend the Lunar New Year holiday in major provinces where most IT hardware components manufacturing facilities are located. Although the supply chain still faces shortage in labour and components during the current low season, the companies we cover are optimistic about the resumption of production in the near term. Thus, the overall negative impact on their 2020 results should not be significant. Maintain OVERWEIGHT.

UOB
Lee Yuk Kei

IT Hardware - Handset Components: 5G will be the key theme for 2020

5G smartphone shipments should record substantial growth in China in 2020, driven by the large-scale deployment of telecom carriers, affordable 5G tariff packages and attractive 5G handset prices. Boosted by 5G handset sales, we expect China’s overall handset shipment volume to move into positive growth territory of 3% in 2020 vs -6.2% in 2019. Thus, all handset component names would benefit, but to different extents. We prefer Sunny, Tongda and Pentamaster in this sector. Maintain OVERWEIGHT.

UOB
Lee Yuk Kei

Small/Mid Cap Highlights - Conviction BUY in social e-commerce, cloud, smart device plays

We have identified social e-commerce, cloud and smart devices as the key 2020 investment themes for China, as these sectors can help upgrade China into a digitalised economy. We believe: a) social e-commerce could help SMEs transition to the O2O business model; b) cloud solutions will be able to strengthen Chinese enterprise efficiency and competitiveness; and c) smart devices will facilitate industrial internet and 5G development. Our top picks are Weimob, Inspur and Pentamaster.

UOB
Tham Mun Hon

CHINA/HK MARKET STRATEGY FOR 2020: 143-page report – Price = US$500:-

UOB Kay Hian published on 11th December a 143-page China/HK strategy report, which highlights our preferred sectors and stocks for 1H 2020. The report includes sections on:- * Market Strategy for 2020: pages 4 – 15; * Stock Recommendations: page 16; * China 2020 Economic Outlook: pages 17 – 26; * Review of Sectors: pages 27 – 112; * Company Updates - Top Stock Picks: pages 114 – 143. For more information about the UOBKayHian dealing services in the Asia-Pacific region and the research on Asian companies (including bespoke packages and free trials), please contact David Osman or Simon Dickson i...

Feasibility Study Results in December to be a Catalyst for this Junior

Feasibility Study Results in December to be a Catalyst for this Junior