【行家论股】顶级手套(TOPGLOV,7113,主板保健股) 股价上行空间有限
分析:大马投资研究
目标价:1.95令吉
最新进展:
随着手套平均售价持续下跌,导致顶级手套(TOPGLOV,7113,主板保健股)的股价上行空间受到限制。
不过,下行空间的幅度也有限,因为该股价目前接近疫情前,即2020年1月31日的1.95令吉水平。
另外,12月的水灾来袭对该公司的影响微乎其微,旗下有6座工厂受到水灾影响五天,但受影响的设施均获得保险保障。
顶级手套 TOPGLOVE
行家建议:
在2021年,顶级手套的产能扩大了11%,达每年1000亿只手套。
来到2022年,我们认为该公司的重点,将放在提高产能使用率,而不是继续扩张。
早前,该公司公布的2022财年首季业绩报告中指出,当下的产能使用率只达55%。
目前的产能使用率应该提高至60%左右,但仍低于疫情前75%至80%水平。
由于产能使用率较低,预计未来6至12个月里,公司都不会出现外劳短缺问题。
顶级手套预计将在3月中之前,公布2022财年次季报告,由于平均售价持续走低,预计次季净利将按季走低,不过,在保持净现金头寸的情况下,资产负债表仍保持强劲。
尽管Omicron肆虐导致确诊人数激增,但手套平均售价并未增加,主要是市场仍在消化2021年完成的手套库存。
综合以上,我们维持公司净利预测、“守住”评级和目标价1.95令吉不变。
顶级手套股价走势 24/1/22
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%A1%B6%E7%BA%A7%E6%89%8B%E5%A5%97-%E8%82%A1%E4%BB%B7%E4%B8%8A%E8%A1%8C%E7%A9%BA%E9%97%B4%E6%9C%89%E9%99%90
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