顶级手套(TOPGLOV,7113,主板保健股):生产传统手套赚更多
(吉隆坡27日讯)随着生产丁腈手套的市场愈加激烈,顶级手套(TOPGLOV,7113,主板保健股)指出,生产天然乳胶手套可获得更高赚幅。
MIDF研究分析员在拜访了顶级手套之后,引述该集团的看法指,随着越来越多竞争者加入生产丁腈手套,加上原料成本因为国际原油价格飙涨而走高,这个被认为技术与质量较高的手套,已经难以图利。
相反,较为传统的天然乳胶手套当前市场需求更高,在较缺乏竞争的环境下,有着更高赚幅。
贺特佳(HARTA,5168,主板保健股)一直是以生产高品质丁腈手套而闻名;其余我国主要手套生产商过去都以生产天然乳胶手套为主,惟近几年也大幅增产丁腈手套。
根据顶级手套2021年报,天然乳胶手套与丁腈手套的生产比例,分别为47%和42%;过去资料也显示,该集团拥有随时转换不同种类手套的能力。
顶级手套业绩预测 27/4/22
顶级手套预计,手套赚幅将在近期内正常化,之后随着全球卫生观念的提升,手套行业将可恢复适度的增长。
而在全球手套供需仍失衡的当下,该集团也暂缓了部分扩充计划。
不过分析员还是相信,随着美国海关与边境保护局(CBP)撤销了对顶级手套的禁令,该集团可以透过重拾美国的市占率,来确保扩张机会可以继续。
惟考虑到仍缺乏催化剂,MIDF研究目前维持顶级手套“中和”评级,以及1.75令吉目标价。
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E9%A1%B6%E7%BA%A7%E6%89%8B%E5%A5%97%E7%94%9F%E4%BA%A7%E4%BC%A0%E7%BB%9F%E6%89%8B%E5%A5%97%E8%B5%9A%E6%9B%B4%E5%A4%9A
Singapore Investment
-
-
-
-
-
-
-
-
What do I fear?3 hours ago
-
-
-
The Price Of A Thousand Yen5 hours ago
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Keyboarding Warriors3 days ago
-
-
-
-
Cory Diary : Portfolio updates3 days ago
-
-
-
Weekly Markets Outlook4 days ago
-
-
-
Portfolio Update5 days ago
-
-
-
-
-
-
-
Beware Of Scams6 days ago
-
-
-
Buying a home for face1 week ago
-
-
-
-
-
-
Finance Investment Movement 441 week ago
-
-
Market indeed coming down1 week ago
-
-
-
-
-
-
Banks and Miles Report – Mar 20242 weeks ago
-
-
Revisiting Bitcoin2 weeks ago
-
-
-
-
2024 (Portfolio Update)2 weeks ago
-
-
-
Retirement Journey Update for March 20243 weeks ago
-
-
-
1Q 2024 Investment Strategy Update3 weeks ago
-
-
Portfolio Summary for March 20243 weeks ago
-
-
-
Portfolio (March 30, 2024)3 weeks ago
-
-
-
QAF #77 - 2023 Annual Report4 weeks ago
-
Lentor Hills Residences4 weeks ago
-
Burnt out!4 weeks ago
-
-
-
Feb 2024 Expenditure4 weeks ago
-
-
Starting Our Second Property Cycle5 weeks ago
-
-
-
-
-
-
-
Feb 2024 Portfolio1 month ago
-
-
Summary of February 20241 month ago
-
The Market Is A Scam!1 month ago
-
-
-
-
-
-
-
-
-
Options Trading Journal Jan 20242 months ago
-
-
-
-
-
-
-
End of 2023 Review3 months ago
-
-
Year 2023 DIYQuant Portfolio Performance Report3 months ago
-
Monthly Summary of November 20234 months ago
-
3 Simple Poker Strategies for Beginners4 months ago
-
Migration of website4 months ago
-
-
Abandon REITS?5 months ago
-
-
-
-
-
-
-
-
-
August 2023 Portfolio Updates7 months ago
-
-
-
-
Hello SP Group, I'm Back!9 months ago
-
-
-
-
A New Light11 months ago
-
-
-
-
-
-
-
Demoralized1 year ago
-
2022 Thoughts, Hello 2023!1 year ago
-
Series of Defaults for Maple Finance1 year ago
-
Takeaways from “Sea Change”1 year ago
-
-
Greed is Coming Back1 year ago
-
-
-
-
-
-
-
-
-
-
-
What is Overemployment1 year ago
-
-
-
-
-
-
-
-
-
-
-