全球需求料高企 手套股全线反攻
(吉隆坡1日讯)大马橡胶手套厂商协会(MARGMA)看好,今年全球手套需求将按年增长12%至15%,在手套生产商前景稳健之下,投资者今日亦重新投入手套股的怀抱,带动手套股全线齐涨!
手套股四大天王中,以贺特佳(HARTA,5168,主要板工业)的涨势最为明显,盘中最高涨15仙或3%至5令吉,休市时暂报4.99令吉,起14仙或2.9%,成交量有245万3600股。
市值最高的顶级手套(TOPGLOV,7113,主要板医疗保健)则紧随其后,休市时一鼓作气大涨至2.03令吉的最高水平,涨幅达11仙或5.8%,半日交投量有2170万股,为马股20大热门股之一。
其他跻身热门股榜且呈上扬趋势的有佳护集团(CAREPLS,0163,创业板工业)、来百利(RUBEREX,7803,主要板工业)和速柏玛(SUPERMX,7106,主要板工业)。
MARGMA
手套股今日再获投资者青睐,全线走高。
手套需求固定
大马橡胶手套厂商协会周四(31日)指出,得利于非医药领域(如餐饮业、电子业等)需求高涨,2022年全球的手套需求量将达4520亿只,年增幅达12%至15%,即全球每分钟使用1万4333只手套。
银河-联昌证券研究在分析报告中指出,市场对橡胶手套的需求固定,而且手套公司的基本面强劲,皆处于净现金状态。
“不过,手套公司近期收益将保持疲弱,而且估值处于疫情前的5年平均值,因此当前股价是合理的。”
有鉴于此,该行对手套股保持“中立”评级,首选股项为高产柅品(KOSSAN,7153, 主要板医疗保健),并指出该股目前仍遭市场低估,目标价定于2.05令吉。
另外,在新兴市场增长需求的驱动下,大众投银研究也看好手套股的长期前景,唯手套平均售价下滑,以及投入成本高涨,料将打击手套公司的赚幅。
https://www.chinapress.com.my/20220401/%E5%85%A8%E7%90%83%E9%9C%80%E6%B1%82%E6%96%99%E9%AB%98%E4%BC%81-%E6%89%8B%E5%A5%97%E8%82%A1%E5%85%A8%E7%BA%BF%E5%8F%8D%E6%94%BB/
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