市值节节败退 顶级手套(TOPGLOV,7113,主板保健股)恐除名综指股
(吉隆坡4日讯)顶级手套(TOPGLOV,7113,主板保健股)在最近一轮的富时隆综指成分股半年检讨,躲过被踢出局的窘境,但分析员认为,下一次12月的检讨恐厄运难逃。
丰隆投行研究分析员在周五发布的报告写到,截稿时顶级手套市值为103亿令吉,排行全马第37名。
因此,如果该公司市值继续保持在35名以下,下半年就有可能被踢出成分股榜单。
营运环境方面,分析员认为顶级手套仍面对挑战,归咎于客户需求还未回归正常,导致供需不平衡。
“疲弱的需求导致(公司厂房)使用率低至目前的约60%。”
至于平均售价,顶级手套估计还会看到些许下滑,惟按月降速在较慢的2%到3%;先前按月跌5%到10%。
“丁腈手套5月价格报每千只24美元左右,而粉状与无粉手套各别在21美元和26美元。”
人力成本料走高
同时,顶级手套也无法躲过高通胀冲击,且近期最低薪金上调后,人力成本估计会增加。
“不过,让我们安心的是,并非所有员工都调涨300令吉,因为有部分员工先前已享有高过最低薪金1200令吉的待遇。”
同时,上涨的杂费、天然气和原料成本,很可能会冲击顶级手套,且成本转嫁机制还未恢复正常,故赚幅料受压。
外劳短缺能缓解
所幸,外劳短缺问题能够缓解,劳力紧张状况估计会看到些许改善;顶级手套估计在10月,迎来额外1000到2000名劳工。
在调低均价预测和纳入较高营运成本后,分析员下砍今明后财年盈利预测,幅度是4%到42%。
“我们也下修今明财年的厂房使用率至80%和83%,因为得知可能要花较长时间来让销售恢复正常。”
分析员维持“卖出”评级,并下修目标价至1.12令吉,等同17.3倍本益比估值。
顶级手套业绩预测 3/6/22
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E5%B8%82%E5%80%BC%E8%8A%82%E8%8A%82%E8%B4%A5%E9%80%80-%E9%A1%B6%E7%BA%A7%E6%89%8B%E5%A5%97%E6%81%90%E9%99%A4%E5%90%8D%E7%BB%BC%E6%8C%87%E8%82%A1
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