Dyson终止合约 开泰(ATAIMS,8176,主板工业产品服务组)市值一天蒸发4.2亿
(吉隆坡25日讯)电子制造服务商(EMS)开泰(ATAIMS,8176,主板工业产品服务组)惊传最大客户戴森(Dyson)终止供应商关系,拖累该公司股价跌停板。
开泰周四开盘时以涨3仙,至1令吉20仙高开,此震撼性的消息传来后,股价遭受庞大卖压而应声下挫,大跌35仙或29.9%,至82仙的跌停板价位,写下6个月新低,开泰发文告证实,昨日下午5时已接获戴森方面终止开泰供货的通知,并从2022年6月1日起生效。
该公司表示,将积极看待该稽查报告的详情,终止令未生效前,将继续为戴森制造与供应产品、零部件等。
该公司强调,在接获稽查摘要时,公司即刻采取步骤和戴森接触讨论,且委任专业顾问协助公司检讨、确认稽查所得。
开泰证实在未接获上述终止通知前,已经与戴森对稽查所得进行讨论。
戴森今年较早启动对开泰工作环境的稽查,且在10月4日接获报告。戴森表示,在9月间获悉一名举报人对开泰员工的不可接受行为提出指控后,随即委托国际法律事务所展开进一步调查。
戴森在一份文告中告诉《路透社》表示:“在过去6周紧密接触过程中,我们未见对方有长足的进展,因而撤除一些生产线。”
“我们目前终止与开泰的关系,并按合约给予6个月通知。”
开泰未对《路透社》的提问作出回应。
开泰在今年5月曾否认上述强迫劳动指控。
戴森的合约占开泰营收的80%,主要供应戴森吸尘机与空气净化器零部件。
该公司一天内蒸发4亿2000万令吉市值。
开泰在11月12日盘后公布令人失望的次季业绩,净亏1117万2000令吉。股价自此狂泻不止,和11月12日的2令吉57仙相比,至今已丢失多达1令吉75仙或47.77%,市值蒸发了21亿令吉,剩下9亿8728万令吉。
星光资源威铖趁势而起
在开泰传出痛失戴森合约的消息而股价暴跌后,戴森在大马的其他代工厂包括星光资源(SKPRES,7155,主板工业产品服务组)和威铖(VS,6963,主板工业产品服务组),股价趁势而起,星光资源更一度涨停板。
星光资源早盘一度飙升54仙或30%,至2令吉34仙的涨停板,之后面对套利,快速收窄涨幅,闭市报1令吉99仙,全日上涨19仙。
威铖则最高上涨23仙,至1令吉65仙,之后回吐部份涨幅,收报1令吉54仙,涨12仙。
投资者憧憬戴森的合约可能转移至现有的代工厂,而带动星光资源和威铖的股价弹升。

https://www.sinchew.com.my/20211125/开泰
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