顶级手套(TOPGLOV,7113,主板保健股):ASP按月跌幅料放缓至5%
(吉隆坡6日讯)顶级手套(TOPGLOV,7113,主板保健股)透露,手套平均售价(ASP)虽然继续下滑,但跌势已经有所放缓,从按月下跌10%,放缓至滑落5%。
丰隆投行研究分析员在报告中指出,在和公司管理层线上会谈后,了解到手套买家继续谨慎行事,因此估计未来几个月平均售价将继续下滑。
尽管如此,基于手套平均售价现在已接近回到疫前的水平,加上美国和欧盟市场的手套价格差距也在缩小,从之前相差10美元,至目前约5美元。
因此,管理层预计,手套平均售价的下跌幅度,从早前的10%,放缓至5%。
该投行也点出指出,目前丁腈手套的平均售价徘徊在每千件28至30美元左右,并将在明年中恢复正常。
美销量仅恢复一半
另一方面,自美国海关和边境保护局(CBP)禁令解除后,顶级手套的美国销量至今尚未恢复到CBP禁令前的水平。
虽然顶级手套已于9月底恢复向美国发货,但迄今为止,仅恢复了禁令前出货量的大约一半。
分析员解释,这主要是因为在顶级手套的CBP禁令期间,美国买家已转向其他制造商采购,导致该公司在美国的销售只能缓慢恢复。
综合以上,丰隆投行对顶级手套,给出2.80令吉的目标价,及“守住”评级。
周一闭市,顶级手套报2.57令吉,跌24仙或8.54%,成交量3506万4800股。
http://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E9%A1%B6%E7%BA%A7%E6%89%8B%E5%A5%97asp%E6%8C%89%E6%9C%88%E8%B7%8C%E5%B9%85%E6%96%99%E6%94%BE%E7%BC%93%E8%87%B35
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