估值诱人 投资者重回手套股怀抱
顶级手套 TOPGLOVE
(吉隆坡27日讯)眼见估值诱人,加上价格战趋缓,投资者纷纷重回大马手套股怀抱,推动股价上扬。
据道琼斯新闻机构的报道,大马手套股正逐步反弹,原因是估值便宜、中国能源和产能限制,让削价战有所缓和。
截至周一下午12时30分,大马手套股巨头顶级手套(TOPGLOV,7113,主板保健股),按日飙涨21仙或9.59%,报2.40令吉。
仍存下行风险
同时,贺特佳(HARTA,5168,主板保健股)也捎来佳音,涨20仙或3.62%,至5.73令吉;高产柅品工业(KOSSAN,7153,主板保健股)、速柏玛(SUPERMX,7106,主板保健股)则双双上升9仙,个别报1.87和1.51令吉。
尽管如此,兴业投行研究提醒,手套股仍存在下行风险,即需求依旧疲软,因客户还在小批进货,等待手套平均售价继续下跌。
“虽然新变种病毒会推升销量,但手套价格不太可能如去年般急速上升,因疫苗接种率在节节攀高。同时,政府已充分做好抗疫准备,且各大手套巨头也大力扩充产能。”
“我们认为,在疫情期间最积极扩充产能的公司,面临的低工厂使用率风险最大。”
环顾今年表现,随着疫情有所改善,加上行动管制措施松绑,手套商股价正节节下滑。马交所医疗指数亦在年初迄今,滑落约莫37%。
闭市时,顶级手套报2.63令吉,上扬17仙或7.76%,成交量3896万3400股。
贺特佳则以5.60令吉挂收,起7仙或1.27%,成交量274万7300股。
另外,高产柅品工业闭市报1.84令吉,起6仙或3.37%,成交量720万3600股。
速柏玛则报1.46令吉,攀升4仙或2.82%,成交量2463万2200股。
http://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E4%BC%B0%E5%80%BC%E8%AF%B1%E4%BA%BA-%E6%8A%95%E8%B5%84%E8%80%85%E9%87%8D%E5%9B%9E%E6%89%8B%E5%A5%97%E8%82%A1%E6%80%80%E6%8A%B1
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