顶级手套(TOPGLOV,7113,主板保健股):生产传统手套赚更多
(吉隆坡27日讯)随着生产丁腈手套的市场愈加激烈,顶级手套(TOPGLOV,7113,主板保健股)指出,生产天然乳胶手套可获得更高赚幅。
MIDF研究分析员在拜访了顶级手套之后,引述该集团的看法指,随着越来越多竞争者加入生产丁腈手套,加上原料成本因为国际原油价格飙涨而走高,这个被认为技术与质量较高的手套,已经难以图利。
相反,较为传统的天然乳胶手套当前市场需求更高,在较缺乏竞争的环境下,有着更高赚幅。
贺特佳(HARTA,5168,主板保健股)一直是以生产高品质丁腈手套而闻名;其余我国主要手套生产商过去都以生产天然乳胶手套为主,惟近几年也大幅增产丁腈手套。
根据顶级手套2021年报,天然乳胶手套与丁腈手套的生产比例,分别为47%和42%;过去资料也显示,该集团拥有随时转换不同种类手套的能力。
顶级手套业绩预测 27/4/22
顶级手套预计,手套赚幅将在近期内正常化,之后随着全球卫生观念的提升,手套行业将可恢复适度的增长。
而在全球手套供需仍失衡的当下,该集团也暂缓了部分扩充计划。
不过分析员还是相信,随着美国海关与边境保护局(CBP)撤销了对顶级手套的禁令,该集团可以透过重拾美国的市占率,来确保扩张机会可以继续。
惟考虑到仍缺乏催化剂,MIDF研究目前维持顶级手套“中和”评级,以及1.75令吉目标价。
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E9%A1%B6%E7%BA%A7%E6%89%8B%E5%A5%97%E7%94%9F%E4%BA%A7%E4%BC%A0%E7%BB%9F%E6%89%8B%E5%A5%97%E8%B5%9A%E6%9B%B4%E5%A4%9A
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