ASM’s fair value seen at 21 sen a share


PETALING JAYA: ASM Automation Group Bhd, which is en route to listing on the ACE Market of Bursa Malaysia, expects a three-year earnings compounded annual growth rate (CAGR) of 1.5%.

Core profit after tax is expected to reach RM7mil, RM7.3mil, RM7.4mil over the next three years, said Malacca Securities Research.

It will be supported by enhanced design and development (D&D) activities and robust working capital from the utilisation of proceeds.

ASM provides a wide range of solutions, including D&D, fabrication, installation, testing and commissioning of front-of-line processing and end-of-line packaging systems.

ASM aims to raise RM21.82mil through its listing on July 2.

Priced at 17 sen per share, the IPO will offer up to a 34% stake in the company.

Malacca Securities Research ascribed a fair value of 21 sen a share for ASM.

Its fair value is derived by pegging a forward price earnings ratio of 15-times to the mid-financial year 2026 (FY26)earnings per share of 1.38 sen, implying a 23.5% upside from its IPO price of 17 sen.

It expected a slower growth rate in the upcoming financial years while organic growth would be underpinned by enhanced D&D activities and improved working capital.

TA Research said for financial year 2025 (FY25), it projected core earnings to contract by 40.8% to RM3.9mil due to a high base effect and higher operating expenses, before rebounding by 39.8% and 12.5% to RM5.5mil and RM6.2mil in FY26 and FY27 respectively.

An independent market research report prepared by Providence Strategic Partners said the food and beverage automation machinery solution industry is expected to grow from RM2bil in 2024 to RM3.7bil in 2027 at a CAGR of 22.8%.

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