小摩再唱衰手套股 顶级手套(TOPGLOV,7113,主板保健股)目标价45仙
顶级手套
(吉隆坡26日讯)小摩继续“唱衰”手套股,贺特佳(HARTA,5168,主板保健股)目标价遭砍半,顶级手套(TOPGLOV,7113,主板保健股)目标价剩45仙!
贺特佳本月初公布惨淡业绩,并给予了悲观的前景展望,导致手套股再次“血流成河”,各大手套股本月股价再挫15%至35%之多。
然而摩根大通依然认为手套股还未到底,继续大砍这些公司的目标价,顶级手套目标价从原本的65仙,下砍至45仙;贺特佳目标价更是从原本2.50令吉,腰斩至1.20令吉。
这两家我国最大型的手套生产商,小摩都维持“减持”评级。
高产柅品工业(KOSSAN,7153,主板保健股)的目标价,同样从原本的1.70令吉,下修至1.40令吉,不过评级保持为“中和”。
小摩认为,高产柅品工业高达每股80仙的净现金,可助该股保住价值,“不过只有该公司拥有持续的派息政策,才能成为这个下行周期股价上涨的催化剂。”
该行重申,早前大幅度扩张导致的产能过剩,将祸害手套领域6年之久。
“我们认为,小型及新晋手套生产商需要退场,以及让老旧厂房退役,是加速供需回归平衡的方法。”
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