速柏玛(SUPERMX,7106,主板保健股) 3年财测微下调
分析:MIDF投行研究
目标价:1.39令吉
最新进展
加拿大公关服务和采购局宣布,由于接获速柏玛(SUPERMX,7106,主板保健股)涉嫌强迫劳工的指控,目前已终止与后者的采购合约。
该局向路透社指出,基于指控的严重性和最终审计结果预计将拖长,加拿大政府已决定,已与速柏玛医疗保健加拿大公司达成共识,终止现有的两份丁腈手套供应合约。
速柏玛 SUPERMX
行家建议
速柏玛在遭受入口禁令后立刻做出反应,通过实施新的外籍员工管理政策,以加速满足国际劳工组织(ILO)对外籍劳工所设下的标准。
因此,我们预计该公司将比其他同行,更早解决合约终止问题。
然而,尽管该公司自2019年以来,致力于提高环境、社会和监管(ESG)标准,但我们认为,当前连续的强迫劳动指控,凸显了公司在实施相关政策上的不足。
我们相信,只要所拟定的政策落实到位,公司将轻易渡过难关。
无论如何,我们将今明后财年的净利预测,仅分别微下调2.1%、2.6%和2.3%,因为早前已纳入了未解除的美国入口禁令持续带来的重大影响,以及加拿大市场对公司营收贡献较小。
综合以上,我们把目标价从原先的1.48令吉,下调到1.39令吉,维持“中和”评级。
速柏玛股价走势19/01/22
http://www.enanyang.my/%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1/%E3%80%90%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1%E8%A7%86%E9%A2%91%E3%80%91%E9%80%9F%E6%9F%8F%E7%8E%9B-3%E5%B9%B4%E8%B4%A2%E6%B5%8B%E5%BE%AE%E4%B8%8B%E8%B0%83
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