创办人林伟才预测 顶级手套(TOPGLOV,7113,主板保健股)3个月收窄亏损
(吉隆坡14日讯)顶级手套(TOPGLOV,7113,主板保健股)创办人兼执行主席丹斯里林伟才预测,公司3个月后将收窄亏损;6个月后达到收支平衡;9个月至12个月后才能转亏为盈。
顶级手套连续第2个季度蒙受亏损,2022财政年末季(截至8月31日止)净亏5259万令吉;2023财政年首季(截至11月30日止)再净亏1亿6823万令吉,
林伟才在线上业绩汇报会上表示,手套平均售价已经见底,中国手套厂商正在降低生产线使用率,当供应减少而需求又增加时,平均售价就会提高。
“中国手套厂商也不喜欢以太低价价卖手套,这些厂商正在降低产量,让产品售价回升。”
询及手套供需失衡问题需要多久才能缓解,林伟才回应说,市场供需或许需要6个月才能恢复正常。
“6个月时间不算长,目前手套的供应正在减少,这是一个好的迹象。”
林伟才谈到,手套市场现在供应过剩,主因是越来越多新业者加入,且现有业者不断增加产能。
“手套市场有起有落,会自然调整与淘汰部份手套厂商,让市场回归正常。我们的12月和明年1月订单有所增加,是一个令人鼓舞的讯号。”
一同列席汇报会的顶级手套董事经理林将源,也分享了他对手套业前景的看法。
“手套业未来依然充满挑战,主要手套厂商减少产量和新手套厂商退场,有助于市场复苏。”
此外,林将源表示,客户的手套存货最终会恢复正常水平,加上手套售价趋向稳定,业者的订单就会逐渐增加。
尽管顶级手套正在亏钱,但林将源强调,该公司将维持派息政策,也就是每年拿出50%净利派发股息。
“当我们重新赚钱时,就会重新派发股息,同时也会考虑派发库存股。”
https://www.orientaldaily.com.my/news/business/2022/12/14/533709
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