WEGMANS 0197 WEGMANS HOLDINGS BERHAD 是否再次受到投资者的关注?
Wegmans Holdings Bhd 开启强劲势头,于 6 月 23 日飙升 22.2% 至 22 仙。
这是在其大约一个月前触及 15 仙的 52 周低点后,表现得相当令人鼓舞。
Wegmans 认股权证在 6 月 23 日也交投活跃,收盘上涨 12.5%,至 4.5 仙。
投资者对这家家具制造商正处于令人兴奋的上升趋势充满信心吗?
当该公司公布 2023 财年第一季度业绩时,情况却令人失望。
Wegmans 的 2023 财年第一季度整体净利润同比下降 96% 至 20 万令吉,受到家具出口疲软(尤其是对北美地区)的拖累。
调整外汇收益后,Wegmans 报告核心净亏损为 10 万令吉。
因此,PublicInvest Research 对其 2023-25 财年的盈利预测下调了 30-43%,主要是考虑到利率上升环境导致需求疲软。
鉴于这家家具制造商面临充满挑战的经营环境,该研究机构将其评级下调至减持,并根据 8 倍 FY24F EPS 的市盈率将目标价下调至 15 仙。
由于家具需求放缓,PublicInvest Research 对 Wegmans 的未来前景仍持谨慎态度。
楼市疲软、通胀压力上升拖累是家具需求不佳的主要原因。
2023 年 4 月美国新屋累计销量同比下降 9.7%,至 260 万套。
虽然有利的汇率对家具出口来说是个好兆头,但不足以减轻充满挑战的经营环境的负面影响。
PublicInvest Research 预计 Wegmans 2023 财年核心净利润将同比下降 56%。
Wegmans 的整体净利润同比下降 96% 至 20 万令吉,与销量下降一致。
由于规模经济减弱和员工成本上升,其营业利润率下降至 3.3%(2022 财年第一季度:15.6%)。
现在其股价已远远超过 PublicInvest Research 的目标价,这是否预示着该股未来的日子会更好?
事实上,在 Covid-19 复苏刺激措施的推动下,Wegmans 看到了美国家具销量的增长。
美国和中国之间持续的贸易战以及俄罗斯和乌克兰之间的冲突导致了制裁。
因此,进口商被迫从包括马来西亚在内的东南亚国家获得供应。
自 2018 年上市的五年后,该股能否突破其 29 仙的招股价?
由于购买的势头强劲并且可能会持续下去,所以这应该可实现的。
#WEGMANS
https://xifu.my/OpinionsComment.aspx?BID=B02371128PBAB0B2
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