未是时候并购同行 顶级手套(TOPGLOV,7113,主板保健股)顶级手套专注垂直扩张
顶级手套
(吉隆坡22日讯)顶级手套(TOPGLOV,7113,主板保健股)披露,当前并不急于展开同行并购,反而准备趁业务陷入低潮期间,专注于垂直扩张。
为此,这家全球最大手套生产商将专注于兴建伽马灭菌厂,以及收购原料供应商,寻求上下游整合。
不过,MIDF研究分析员也透露,顶级手套管理层并未排除透过横向整合同行的可能性,但“预计不会在未来一两年内进行。”
然而就目前而言,随着市场供过于求,平均售价不断下滑,手套生产商的最大困境,仍是无法将高涨的原料成本,有效转嫁给客户。
赚幅进一步承压
顶级手套管理层透露,7月1日起,天然气价格再涨13%,这将让整体成本再涨1.3%,进一步让手套生产商赚幅承压。
分析员也预计,以美元计价的化学品和包装成本,近期无疑也是飙涨的。
好消息是,随着北半球冬季已逝,天然乳胶价格预料将走跌,舒缓了成本压力。
但是考虑到其他原料,包括天然气、包装、化学品,以及石油等价格持续走高,分析员再一次调降顶级手套盈利预测,将本财年盈利预测下砍2%,明后两财年更是大砍4%,及11%。
MIDF研究也因此下修顶级手套目标价至1.01令吉,并维持”中和“评级。
股价跌破1令吉
面对诸多逆风,顶级手套的股价今天趋跌,并跌破1令吉的关键水平。
周五闭市,顶级手套报99.5仙,跌0.5仙或0.50%,成交量3890万5800股。
顶级手套业绩预测
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E6%9C%AA%E6%98%AF%E6%97%B6%E5%80%99%E5%B9%B6%E8%B4%AD%E5%90%8C%E8%A1%8C-%E9%A1%B6%E7%BA%A7%E6%89%8B%E5%A5%97%E4%B8%93%E6%B3%A8%E5%9E%82%E7%9B%B4%E6%89%A9%E5%BC%A0
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