末季转亏为盈? TOPGLOV 7113 TOP GLOVE CORPORATION BHD顶级手套:不太可能
(吉隆坡16日讯)尽管2023财政年第3季(截至5月31日止)按季收窄亏损,但顶级手套(TOPGLOV,7113,主板保健股)相信,不太可能在末季转亏为盈。预计在平均售价持续上涨及原料成本下降支撑下,业绩料进一步好转。
顶级手套董事经理林将源表示,末季预料持续亏损,但扣除利息、税务、折旧与摊销前之盈利(EBITDA)料正面。
“EBITDA表现正面,意味著下半年产能使用率增加到50%、手套平均售价有望上涨3%至5%,只有先做到收支平衡,接下来才可能转亏为盈。”
林将源是在业绩汇报会上如是指出,一同列席汇报会的是创办人兼执行主席丹斯里林伟才和执行董事黄泳仁。
顶级手套目前产能使用率为30%左右,截至5月杪,手套平均售价为每1000只22美元。目前,公司总产能为950亿只。
原料成本方面,全球天然气费用在去年10月达到顶峰后,从今年4月开始下降16%,并预期会从7月开始进一步走跌11%,让公司节省成本,有助改善业绩表现。
林将源也指出,由于手套制造商无法无限期全面吸纳不断上涨的成本,预计平均售价上调将持续。
“而且客户库存接近尾声,预料会开始补货,刺激手套需求在下半年回升。”
林将源补充,虽然过去两年出现供过于求及客户囤货的现象,但手套使用量没有减少。在卫生及健康意识提升下,手套使用量在冠病大流行后反而有所增加。
尽管预计今年下半年的商业环境仍将充满挑战和竞争,该公司对长远前景仍保持乐观态度,因手套仍属医疗保健及食品领域中的一次性使用必备品。
询及顶级手套是否关闭更多工厂时,黄氏回应说,会继续探讨是否根据市况进一步整合业务。
顶级手套在午休公布最新业绩表现,2023财政年第3季净亏1亿3059万令吉,上年同期为净赚1529万令吉;营业额则为5亿3062万令吉,按年大跌64.45%,去年同期为14亿9266万令吉。
疲软的业绩表现,使顶级手套大热走低,收报97.5仙,跌11.5仙或10.55%,共有1亿5579万股易手,排在热门榜第2名。
顶级手套
https://www.orientaldaily.com.my/news/business/2023/06/16/573459
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