与手套专柜的爱恨情仇还会继续吗?
最近几周,在马交所上市的手套股逐渐增加,这激起了投资者的兴趣。
是什么让这些计数器保持向上?手套股是否走强?
看看 Top Glove Corp Bhd。该股的交易价格为 56 仙的 52 周低点,但在 4 月 6 日成功攀升至 1.02 令吉。
事实上,该股在短短一个多月内就上涨了 45.7%。这无疑引起了顶级手套的极大兴趣。
不过,除非出现另一次爆发等重大事件,否则它可能仍需很长一段时间才能达到 2.04 令吉的 52 周高位。
同样,Hartalega Holdings Bhd 在过去一个月上涨超过 30%,在 4 月 6 日收于 1.98 令吉。
该股正从 52 周低点 1.41 令吉回升,但远低于 5.05 令吉的高位。
尽管手套股上涨,但目前还没有多少分析师对其乐观。
根据 RHB Investment 的数据,顶级手套的交易价格仍低于 Covid 19 之前的历史均值。
他们的一些担忧包括手套平均售价下降、产能扩张加快和原材料价格上涨。
RHB Investment 对其柜台仍然保持中性,新目标价为 1 令吉,等待更一致的客户需求。
据顶级手套称,由于其同行,尤其是中国手套制造商已开始实施成本转嫁计划,因此前景并不乐观。
此外,据说手套厂商的行业混合平均售价从上一季度的 20-22 美元略微降至 20-21/1,000 件。
该研究机构估计平均售价下降的速度仍保持在较低的个位数,这也表明平均售价可能已经触底。
与此同时,AmBank Research 已将 Hartalega 的评级从持有下调至卖出。
该研究机构指出,尽管基本面疲软,但股价在过去 3 周内飙升 26% 后,此前发出了“持有”的呼吁。
然而,AmBank 将其 FY23 收益削减了 82%,主要是由于运营成本高于预期,尤其是天然气价格和电费。
归根结底,许多投资者将密切关注终端客户的库存补充和平均售价走势。
考虑到疲软的需求,平均售价可能会在今年第三季度之前保持波动,届时更有可能出现更有意义的库存补充周期。
在那之前,最好先把钱放在别处。
#TOPGLOV#HARTA
https://xifu.my/OpinionsComment.aspx?BID=B04173941PCAEAC0
Singapore Investment
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