（吉隆坡9日讯）开泰（IMS Bhd）（KL:ATAIMS）今早价量齐升，并有望创下近两个月以来的最佳单日表现，原因是这家电子制造服务公司计划进军家电业务。

开泰一度上涨6仙或16%，至44.5仙。

截至上午9时20分，该股升13%，报43.5仙，有望创下自6月20日以来的最大单日涨幅。

根据当前的股价，该公司的市值为5亿2300万令吉。

开泰成为马股第三大热门股，逾1467万股转手。

目前暂无机构分析员研究该股。

今年以来，开泰股价已上涨约46%，在消费电子产品销售增长乐观的推动下，其股价跟随同侪的涨幅。投资者似乎也在押注，该公司在连续9个季度亏损后，将走出低迷状态。

该公司周四宣布，将与上海上市公司金华春光橡塑科技有限公司（简称春光）组建一家联营公司，进军家用电器领域。

开泰将通过投资490万令吉持有联营公司的49％股权，而专门清洁电气软管和配件的春光将持有剩余的51％股权，价值510万令吉。

开泰在文告中表示，由于地缘政治原因，许多客户正在将生产基地转移到东南亚，而联营公司将使他们能够利用贸易转移机会。

今年迄今为止，开泰的大股东几乎维持持股权。最大股东Datuk Seri Foo Chee Juan直接持股0.11%，并通过Oregon Technology私人有限公司持股33.97%。

其他大股东包括Datuk Fong Chiu Wan（直接持股26.28%）及Datuk Balachandran Govindasamy（直接持股0.82%和通过PP Tech Ltd间接持股7.15%）。

KUALA LUMPUR (Aug 9): Shares of ATA IMS Bhd (KL:ATAIMS) rose on Friday in highly active trade and are on course for their best day in nearly two months, following the electronic manufacturing services firm’s plan to venture into the household appliance business.

ATA IMS rose as much as six sen or 16% to 44.5 sen. The stock was trading at 43.5 sen at 9.20am, still up 13%, as it looks set for the biggest single-day gain since June 20. At the last price, the company has a market capitalisation of RM523 million.

More than 14.67 million shares have changed hands so far, making ATA IMS the third most active stock on Bursa Malaysia.

The stock is not covered by institutional analysts.

Shares of ATA IMS have climbed some 46% so far this year, tracking gains of some of its larger peers in the same business amid optimism of growth in sales of consumer electronics. Investors also appeared to be betting that the new venture would help breath new lease of life into the company after nine consecutive quarters of losses.

The company has been in the red since its contracts with British home appliance maker Dyson were terminated in June 2022 over allegations of forced labour at its factories. Dyson, known for its vacuum cleaners and hair dryers, was ATA IMS’ largest customer at that time.

In the most recent quarter ended March 31, 2024, ATA IMS narrowed its net loss to RM63.57 million from RM88.82 million over the same period a year earlier. The company has until this month end to report its April-June results.

On Thursday, the company announced that it is forming a joint venture with Shanghai-listed Jinhua Chunguang Technology Co Ltd (Chunguang) to venture into the household and electrical appliances sector.

ATA IMS will hold a 49% stake in the joint venture via an investment of RM4.9 million, while Chunguang, which specialises in cleaning electrical hoses and accessories, will hold the remaining 51% stake worth RM5.1 million.

Many customers are shifting their manufacturing bases to Southeast Asia due to geopolitical reasons, and the joint venture will allow them to capitalise on trade diversion opportunities, ATA IMS said in the exchange filing.

ATA IMS’ top shareholders have also largely maintained their share in the company so far this year. The largest is Datuk Seri Foo Chee Juan, who holds a direct 0.11% stake and an indirect 33.97% through Oregon Technology Sdn Bhd.

Other significant shareholders include Datuk Fong Chiu Wan with a direct 26.28% stake and Datuk Balachandran Govindasamy with a direct 0.82% stake and an indirect 7.15% through PP Tech Ltd.

来源：阅读原文