劳力短缺+原料成本 威铖(VS,6963,主板工业产品服务组)第三季恐不理想
(吉隆坡13日讯)分析员认为,威铖(VS,6963,主板工业产品服务组)的外国劳工引入进度落后,预期即将发布的第三季业绩不尽理想,因此在该公司解决人手、原料等成本问题前,决定维持现有的保守看法。
马银行研究在报告中说,上月底威铖增加400名缅甸籍外国员工,6至8月期间也会陆续有3000名外国员工抵步,大约每月1000人。该公司的原定计划是在6月前让这批员工全数抵马。
在人手问题仍无法解决之下,该行看淡威铖将在两周内发布的截至4月第三季业绩,并预期该公司的业绩只会从第四季起才渐有起色。
该行估计,威铖第四季可能会纳入一笔1000万令吉雇用费和人头税,并在下财政年第一季再拨出600万令吉左右,由于这些费用皆为一次性支出,因此不会影响该公司的净利预测。
该行推算说,在外国劳工人数增加3400人后,威铖的每月雇员开销将提高1000万令吉。尽管如此,由于这笔费用将转嫁给客户,相信也不会加重该公司的成本。
在获知威铖最新财务表现前,该行决定按兵不动,保持该公司的盈利预测、1令吉零7仙目标价和“守住”评级。
该行提醒,威铖的潜在风险包括客户订单少于预期、成本转嫁数额不理想、劳力和原料不足打击产能、马币兑美元波动加剧等。
https://www.sinchew.com.my/20220614/%E5%8A%B3%E5%8A%9B%E7%9F%AD%E7%BC%BA%EF%BC%8B%E5%8E%9F%E6%96%99%E6%88%90%E6%9C%AC-%E5%A8%81%E9%93%96%E7%AC%AC%E4%B8%89%E5%AD%A3%E6%81%90%E4%B8%8D%E7%90%86%E6%83%B3/
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