成本飙涨 大马糖厂(MSM,5202,主板消费产品服务组)争取起价30%
吉隆坡区先生问:
大马糖厂(MSM,5202,主板消费产品服务组)可有最新业务进展?最新公布的业绩可好?
后市如何?
答:由于提炼成本飙涨,大马糖厂正积极和政府洽谈,寻求政府批准提高糖价30%,相等于平均售价从每公斤2令吉69仙提高至3令吉49仙,共涨价80仙。
联昌研究表示,大马糖厂希望政府批准提高精制糖的宪报顶价30%,以便和其提炼成本的30%涨幅同步。
业绩方面,大马糖厂在2022年首季核心亏损3300万令吉,为连续第三个季度亏损,表现低于预期。
该集团从去年同期的2000万令吉盈利转为亏损,主要由于原糖和提炼成本上涨,以及旗下柔佛炼糖厂使用率下跌。
根据管理层日前在业绩汇报会上透露,业绩疲软的关键因素是柔佛炼糖厂的低使用率,因为其两两台锅炉之一正在进行维修工作,预计要到2022年11月完成,以及在12月重新调试,这实际上意味着柔佛炼糖厂在2022年可能仅能达到约30%的最大利用率 (UF),低于之前预测的40%,首季则为12%。
该团集首季也面对较高的每公吨提炼成本(增加28%),因为气体成本高涨80%。
管理层并透露,正探讨在柔佛厂安装第三台锅炉,预计这将在2023年结束时完成。
下调今年出口销量目标至25万公吨
在出口方面,大马糖厂已将2022年出口销量目标下调至25万公吨,与2021年出口销量持平。
联昌下调大马糖厂2022-24年财测,如今预期该公司在2022年亏损5130万令吉,主要由于原糖成本和提炼成本升高,以及柔佛炼糖厂继续亏损,需要更长时间才能达到收支平衡,保持“减持”评级,目标价从93仙下调至62仙。
本栏并无作出任何股票交易的建议,一切买卖盈亏自负,在采取投资行动前,请依本身的投资条件与情况,及向你的证券经纪咨询。
https://www.sinchew.com.my/20220606/%E6%88%90%E6%9C%AC%E9%A3%99%E6%B6%A8-%E5%A4%A7%E9%A9%AC%E7%B3%96%E5%8E%82%E4%BA%89%E5%8F%96%E8%B5%B7%E4%BB%B730/
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