摩根大通又来了 “顶级手套(TOPGLOV,7113,主板保健股)目标价99仙”
(吉隆坡15日讯)顶级手套(TOPGLOV,7113,主板保健股)在交出让低于预期的业绩之后,2020年首个炮打“手套派对”的摩根大通再下重手,大砍该股目标价至99仙。
摩根大通在最新的分析报告中直言,“顶级手套2022财年次季表现较预期糟糕,重申‘减持’评级,目标价砍至99仙。”
在最新的季度业绩中,顶级手套认为手套的平均售价或已触底;但此说法遭到小摩质疑。
“大业者自己压ASP”
“我们的行业调查认为,在未来数个季度,手套领域赚幅跌至冠病疫情前以下的风险是真实存在的,尤其是丁腈手套。”
小摩也认为,成熟的手套生产商,是继续压缩手套平均售价与赚幅的始作俑者,以向新进业者施压,降低行内竞争。
事实也证明,已有小型手套生产商在最新的季度蒙受了亏损。
“我们预计只有在小型业者被逼退后,才是手套业的触底之时,这预计在一年之后。”
顶级手套业绩预测 15/3/22
散户还没“解套”
报告也揭露了,外资对顶级手套的持股比例,过去数月都保持在35%的高比例;而本地机构的持股比例已经在减少。
而本地散户的持股比例仍有10至12%之多,远高于疫前的2%。
小摩因此估计,本地散户将成为未来数个月,持续脱售顶级手套的主力军。
今日闭市,顶级手套起3仙或1.69%,闭市报在1.80令吉;距离摩根大通给予的99仙目标价,仍有45%的下跌空间。
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