3A资源(3A)- 被原材料成本拖累

Tags



3A资源(3A)- 被原材料成本拖累

由于原材料价格上涨导致利润率下降,3A资源(3A)又报告另一个疲软的季度第二季度净利润下降42.4%至530万令吉。虽然原材料成本上涨带来的近期挑战将保持谨慎态度,但仍然看好3A的长期潜力,因为其提供高品质的各种餐饮成分的一致性,赢得业内大型跨国公司的信心,生产能力和办公空间扩张计划,未来两年分配4,000万令吉资本支出,净现金头寸清洁资产负债表,以及持续强调研发计划,从而促进新产品开发。
由于其地域市场的销量下降,第2季度收入略微下降-1.0%。 马来西亚和新加坡的销售额分别增长3.0%和2.3%,但受其他国家同比下降-10.4%的影响。 对于累计上半年,马来西亚分部收入增长4.5%。 展望未来,预计未来两年将增长4-6%,这主要得益于产品供应的整体多样化以及产能扩张计划的持续投资。相信作为配料生产商,3A将受益于餐饮业的稳定增长,作为该行业的支柱,其产品广泛用于食品加工,原材料或其他所需的半成品。 食品制造商生产各自的成品。

随着原材料价格上涨,特别是木薯粉,导致第2季度的净利润下降。 全球木薯价格目前比今年1月份高出12%,在5月时期达到峰值26%的峰值之后略有下降, 这应该反映在3A今年的整体表现中,除非3A能够将成本转嫁给客户从而缓解其影响。 仅在第2季度,不利的原材料价格已将毛利率削弱至14%,而经营,税前和净利润率分别下降至7.1%,6.8%和5.2%。 然而,考虑到全球木薯价格下跌,预计长期利润将有所改善,以及其麦芽糖糊精已于去年完成建设,这第三家麦芽糖糊精工厂的增加将做出更好的贡献。




Disclaimer:
All posts and documents submitted in this blog are solely for open discussion and education purposes only. All recommendations and opinion provided are solely for your consideration only and you should exercise your own judgment in forming your own investment decision(s). Please also be informed that equity investment is risky and we recommend you to conduct sufficient searches for information in addition to referring our recommendations and/or opinion herein, prior to making an investment decision.

You should take full responsibility of your investment decision(s) and we accept no liability whatsoever for any direct or consequential loss arising from any use of our recommendations and/or opinion provided herein or any solicitations of an offer to buy or sell any securities. Comments and opinions forwarded/provided by members/followers of this blog do not belong to the Admin and we take no responsibility of such. 



https://fatta888.blogspot.com/2018/08/3a3a.html