Monday, January 10, 2011

Amtek - Morgan Stanley starts Amtek Engineering at overweight

Stock Name: Amtek
Company Name: AMTEK ENGINEERING LTD
Research House: Morgan Stanly


Morgan Stanley initiates Amtek Engineering (M1P.SG) at Overweight with a $1.46 target; it says since delisting in 2007, Amtek has repositioned itself under new management as a specialist in the manufacture of complex metal precision components, broadening its product line-up, clientele and end-market applications. 



The house says Amtek now has more efficient operations, a leaner cost structure and a cleaner balance sheet. “Amtek’s competitive strength lies in its complex metal manufacturing processes, consisting of cold forging, progressive stamping, laser welding, multi-slide forming and the integration of plastic and rubber. We believe this enables the company to move up the value-added chain and gain market share in segments with high entry barriers, expanding overall margins.” 

The house tips net income to jump 177% in FY11 despite a sales growth forecast of only 11%; it expects 17% normalized earnings growth in FY12, with a mild margin increase.

Shares are up 2.3% at $1.32. 

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