分析员:21年来首次 顶级手套(TOPGLOV,7113,主板保健股)末季料转亏
(吉隆坡19日讯)鉴于全球手套需求疲软,加上供应过剩导致售价低迷,有分析员预计,顶级手套(TOPGLOV,7113,主板保健股)明天宣布的末季业绩可能转亏3700万令吉,也是连续5个季度业绩下挫。
随着越来越多国家进入后疫情时代,手套需求下滑,加上来自新手套制造商的竞争,花旗集团预计,顶级手套末季业绩,将自2001年以来首次转亏3700万令吉。
同时,这可能是顶级手套连续5个季度的业绩下滑。
分析员梅加费斯在一份报告里表示:“在供过于求的市场和销量疲软之下,平均售价仍在走低,这将使收入带来压力。”
除此之外,工资和能源成本上涨,也是其中的不利因素。
另外,马银行投行研究则指出,倘若美国取消对中国手套制造7.5%的进口关税,中国手套生产商可能将以更低的价格进入美国市场,也可能对我国业者造成额外的风险。
顶级手套市净率2008年来首次低于1倍
股价今年迄今挫70%
股价方面,顶级手套今年迄今已下滑了70%以上,市净率(PB)更跌破了1倍水平,是自2008年以来首次少于1倍。
顶级手套今日股价一度跌破70仙,至69.5仙的最低水平;周一闭市,顶级手套报70.5仙,跌6仙或7.84%,成交量1亿1070万8700股。
根据彭博社引述一家制造商,随着全球防疫措施解除,手套行业的困境可能会持续6到9个月。
其他主要手套制造商例如贺特佳(HARTA,5168,主板保健股)的股价,是今年表现最差的股项之一,而速柏玛(SUPERMX,7106,主板保健股)和高产柅品工业(KOSSAN,7153,主板保健股)则下滑了约50%。
今日闭市,贺特佳报1.49令吉,跌11仙或6.88%,有4129万2200股易手。
速柏玛收在71仙,跌2仙或2.74%,成交量2177万3200股。
高产柅品工业报99仙,跌2仙或1.98%,有379万2600股易手。
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E5%88%86%E6%9E%90%E5%91%9821%E5%B9%B4%E6%9D%A5%E9%A6%96%E6%AC%A1-%E9%A1%B6%E7%BA%A7%E6%89%8B%E5%A5%97%E6%9C%AB%E5%AD%A3%E6%96%99%E8%BD%AC%E4%BA%8F
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