受调高最低薪金影响 达证券下调手套股收益预测及目标价
(吉隆坡26日讯)受最低薪金调高至1500令吉的影响,达证券下调了贺特佳(Hartalega Holdings Bhd)、顶级手套(Top Glove Corp Bhd)和速柏玛(Supermax Corp Bhd)等橡胶手套公司的收益预测。
达证券分析员Tan Kong Jin周二在报告中表示:“考量到调高最低薪金所带来的影响,我们把贺特佳、顶级手套及速柏玛的2022财年、2023财年及2024财年收益预测,分别下调0.0%/3.6%/3.4%、3.2%/3.9%/3.7%以及 0.7%/4.6%/4.7%。”
券商还调低了这3只股的目标价。券商维持给予贺特佳的“买入”评级,但把目标价下调至5.62令吉(之前为6.02令吉)。
Tan说:“我们维持给予顶级手套和速柏玛的‘卖出’评级,根据2023年本益比(分别为22倍及14倍),目标价分别下修至1.27令吉(之前为1.32令吉)和0.74令吉(之前为0.77令吉)。”
截稿时,贺特佳升1.11%,至4.56令吉,市值达156亿3000万令吉。顶级手套涨1.75%,至1.74令吉,市值为142亿8000万令吉。
速柏玛则扬1.82%或2仙,至1.12令吉,市值为30亿5000万令吉。
大马橡胶手套制造商协会(MARGMA)指出,从5月1日起,最低薪金调高至1500令吉,将导致手套生产成本增加1.4%至2.8%。
MARGMA续指,手套行业所支付的薪金超出1500令吉。目前,橡胶手套行业雇用大约7万名员工。不过,该行业需要在未来几个月雇用多1万9000名员工,以解决劳工短缺问题。
(编译:魏素雯)
http://www.theedgemarkets.com/article/%E5%8F%97%E8%B0%83%E9%AB%98%E6%9C%80%E4%BD%8E%E8%96%AA%E9%87%91%E5%BD%B1%E5%93%8D-%E8%BE%BE%E8%AF%81%E5%88%B8%E4%B8%8B%E8%B0%83%E6%89%8B%E5%A5%97%E8%82%A1%E6%94%B6%E7%9B%8A%E9%A2%84%E6%B5%8B%E5%8F%8A%E7%9B%AE%E6%A0%87%E4%BB%B7
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