新产线或放慢启动 高产柅品(KOSSAN,7153,主板医疗保健组)维持加码
●高产柅品(KOSSAN,7153,主板医疗保健组)虽无法幸免于平均手套价下行,但所受压力要比同侪小,联昌研究维持“加码”,调低明后年财测60.9%与30%。
新旧厂商继续扩产,买家进货开始缓慢,使得当前丁腈和乳胶手套售价各调整至每千个26至30和22至25美元,料明年下半年期间每月以3%至5%跌幅下调,并稳在26至28美元和23至25美元之间,相比疫情前22至24美元和18至20美元。
高产柅品并不像同侪凌厉扩产,未表明何时放慢产能;到了2023年,该集团扩展产能26%,相比手套业产能增长32%,不排除该集团会放慢启动新产线。
因此,高产柅品所受的手套平均价格下调压力,要比同侪来得低。这主要是该集团照顾长远客户,调高价格时显得保守;而且,20%销售的手套(疫情前)为特定手套及作为非医疗用途,现货价手套销售也低(疫情高峰期少过20%)。
分析员调低今后3个财政年财测2.5%、60.9%、30%,预计手套平均价分别为27、26、26美元,相比前期32、29、28美元。
该行维持“加码”,相比市场有8个“买进”、11个“持有”和2个“售出”评级。
其目标价相应从3令吉调低至2令吉20仙,为5年平均17倍本益比的20.5%折价,手握25亿令吉(或每股98仙)现金。
https://www.sinchew.com.my/20211216/%E6%96%B0%E4%BA%A7%E7%BA%BF%E6%88%96%E6%94%BE%E6%85%A2%E5%90%AF%E5%8A%A8-%E9%AB%98%E4%BA%A7%E6%9F%85%E5%93%81%E7%BB%B4%E6%8C%81%E5%8A%A0%E7%A0%81/
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