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3A资源(3A)- 被原材料成本拖累

由于原材料价格上涨导致利润率下降,3A资源(3A)又报告另一个疲软的季度第二季度净利润下降42.4%至530万令吉。虽然原材料成本上涨带来的近期挑战将保持谨慎态度,但仍然看好3A的长期潜力,因为其提供高品质的各种餐饮成分的一致性,赢得业内大型跨国公司的信心,生产能力和办公空间扩张计划,未来两年分配4,000万令吉资本支出,净现金头寸清洁资产负债表,以及持续强调研发计划,从而促进新产品开发。
由于其地域市场的销量下降,第2季度收入略微下降-1.0%。 马来西亚和新加坡的销售额分别增长3.0%和2.3%,但受其他国家同比下降-10.4%的影响。 对于累计上半年,马来西亚分部收入增长4.5%。 展望未来,预计未来两年将增长4-6%,这主要得益于产品供应的整体多样化以及产能扩张计划的持续投资。相信作为配料生产商,3A将受益于餐饮业的稳定增长,作为该行业的支柱,其产品广泛用于食品加工,原材料或其他所需的半成品。 食品制造商生产各自的成品。

随着原材料价格上涨,特别是木薯粉,导致第2季度的净利润下降。 全球木薯价格目前比今年1月份高出12%,在5月时期达到峰值26%的峰值之后略有下降, 这应该反映在3A今年的整体表现中,除非3A能够将成本转嫁给客户从而缓解其影响。 仅在第2季度,不利的原材料价格已将毛利率削弱至14%,而经营,税前和净利润率分别下降至7.1%,6.8%和5.2%。 然而,考虑到全球木薯价格下跌,预计长期利润将有所改善,以及其麦芽糖糊精已于去年完成建设,这第三家麦芽糖糊精工厂的增加将做出更好的贡献。




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https://fatta888.blogspot.com/2018/08/3a3a.html
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