【行家论股/视频】高产柅品工业(KOSSAN,7153,主板保健股) 新产线或延迟调试
分析:联昌国际投行研究
目标价:2.20令吉
最新进展
部分手套制造商宣布放缓扩充脚步之际,高产柅品工业(KOSSAN,7153,主板保健股)却没有作出相关宣布。
这是因为,高产柅品工业的扩张计划属同行中最温和。
高产柅品工业 KOSSAN
行家建议
到了2023年底,我们估计高产柅品工业会将年产量提升26%;相比之下,行业平均增幅为32%。
我们不排除,高产柅品工业会考量到供需情况不理想,而延迟新产线的调试。
另一边厢,我们认为全球手套平均售价会继续下滑,直至明年上半年才达到稳定水平,因新旧手套生产商积极扩充产量,和客户买速放缓。
同时,全球手套买家也将库存,维持在低水平。
在一众有追踪的手套股里,我们相信高产柅品工业面临的价格压力会相对温和,因多数买家都是长期客户。我们也估计,有20%的销量属于非医疗或特殊手套。
眼见平均售价滑跌,我们将2021至2023财年的每股盈利,个别下调2.5%、60.9%、30%。
尽管如此,我们依然维持“增持”评级,这考量到期净现金状态强劲、现时估值有所折扣。
不过,目标价则从3令吉,下砍至2.20令吉。
高产柅品工业股价走势16/12/21
http://www.enanyang.my/%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1/%E3%80%90%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1%E8%A7%86%E9%A2%91%E3%80%91%E9%AB%98%E4%BA%A7%E6%9F%85%E5%93%81%E5%B7%A5%E4%B8%9A-%E6%96%B0%E4%BA%A7%E7%BA%BF%E6%88%96%E5%BB%B6%E8%BF%9F%E8%B0%83%E8%AF%95
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