POHUAT (7088) 堡发资源 - 堡发(POHUAT)- 或受益于贸易战



堡发(POHUAT)- 或受益于贸易战
 

堡发的第三季度核心净利润为2690万令吉(同比下跌31%),是因为生产成本上升导致利润率低于预期。 相信堡发以迎合人口统计和市场趋势的变化而将继续调整其定价和产品供应。 如果美国对中国家具征收关税,堡发也可能受益于美中贸易战。

堡发的第三季度收入同比略微下降2.3%至4.324亿令吉,主要是其越南业务的销售额下降,由于越南制造商的竞争加剧以及产品组合转向更实惠的产品系列。由于对美国市场以及传统办公家具的面板卧室设备的持续强劲需求,导致马来西亚业务的销售额增长,部分抵消了销售额的下降。由于原材料成本增加和直接人工成本增加,导致马来西亚和越南业务均出现利润率下降。本季度未宣布派息。


在此基础上,堡发的第三季度营业环比增长15.5%至1.45亿令吉。 营业额增加主要是由于马来西亚和越南业务的销售额增加。 然而,在扣除一次性项目后,第三季度核心净利润环比小幅下降1%至830万令吉。

相信堡发将继续调整其产品供应,以迎合人口统计和市场趋势的变化,并进行价格调整以减轻原材料价格和劳动力成本的增长。 此外,如果美国对中国家具征收关税,认为堡发可能会受益于美中贸易战,这可能使堡发的家具更具竞争力,而中国制造的家具更具竞争力。

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