手套股告别成分股?/万年船
手套股由盛转衰,从众人的心头爱,变成弃如敝屣,不过是这两年的事儿。
回顾冠病时期,医疗设备供不应求,防护用品如手套、口罩等售价大涨,让制造商和供应商大赚一笔,也吸引了许多新业者排队入行。
没想到还不到两年,供需已经恢复正常,售价也不再昂贵,没有经验的新手吃了大亏,连老将如顶级手套(TOPGLOV)和贺特佳(HARTA)也跌到多年来的新低,让人惊讶市场的急速变化。
近日,市场猜测这两者手套股可能会跌出综指成分股名单,导致股价再遭到新一轮的卖压。
顶级手套和贺特佳目前的市值,分别为85亿令吉和105亿令吉,股价分别从冠病两年以来的最高价(9.72令吉和20.54令吉)败退到近日的95仙和2.56令吉,跌了90%。
在2018年,当时位居龙头的贺特家在6月成为综指成分股,顶级手套在同年12月入选;之后双双在冠病大流行期间大放异彩,顶级手套2020年8月市值近800亿令吉,几乎就要超越马银行(MAYBANK),成为马股市值最高公司。
但是,随后手套售价慢慢减弱,公司的股价也进入冰河时期。另一只同属国内“四大手套天王”的速柏玛(SUPERMX),在2020年12月成为综指成分股,但6个月后就遭剔除,其股价在冠病大流行间,也从最高价钱崩跌90%以上,目前市值仅23亿令吉左右。
股价跌新低
富时隆综指采取优存劣汰的制度,通常入选的股票市值都在100亿令吉以上,指数股万一表现不佳,市值下跌慢慢低于100亿令吉,便面对被淘汰的风险。
成为隆综指成分股的时候,股票固然引起基金经理的扯购;万一股价江河日下,也一样会面对被剔除,股价自然也会面对卖压。
这种制度也让隆综指长期居于1500点以上,因为表现不佳的公司虽然难免拉低指数,但是如果在近期没有转机的话,最终会被成分股审核制度“去芜存菁”。
顶级手套和贺特佳会不会步上速柏玛的后尘,黯然告别隆综指成分股名单,就要看公司表现了。
除了在冠病期间被顶级手套超越以外,贺特佳一直是手套股的龙头,这一次居然也难逃大调整,股价回退到5年前价位。
而股价乘大流行形势直冲的顶级手套,在手套股平均售价下跌后,股价也大步下跌,冠军地位让回给贺特佳,坐回老二的位置。
幸亏,董事部这回克服了“大头症”,不再强求在香港上市,否则,在招股时被投资者盘问为何股价跌了90%还想上市,是个非常尴尬的问题。
https://www.enanyang.my/%E5%90%8D%E5%AE%B6%E4%B8%93%E6%A0%8F/%E6%89%8B%E5%A5%97%E8%82%A1%E5%91%8A%E5%88%AB%E6%88%90%E5%88%86%E8%82%A1%E4%B8%87%E5%B9%B4%E8%88%B9
Singapore Investment
-
-
-
-
-
The Art of Being Patient8 hours ago
-
-
-
-
-
-
-
SBAUG25 GX25080X is 2.29%13 hours ago
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Portfolio Summary for June 20252 days ago
-
-
-
Portfolio (June 30, 2025)3 days ago
-
Portfolio (June 30, 2025)3 days ago
-
-
Portfolio Update June 20253 days ago
-
-
-
-
-
Month of June 20253 days ago
-
June 2025 Updates3 days ago
-
-
-
-
-
-
-
Batisht crazy!6 days ago
-
-
Will SORA crash to 1 per cent?6 days ago
-
-
Hello world!1 week ago
-
-
Cut back some exposure1 week ago
-
-
-
-
-
8 tips for house moving1 week ago
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
May 2025 Portfolio4 weeks ago
-
-
-
Thakral - Gem life deal finally coming?5 weeks ago
-
-
-
-
-
Clarity1 month ago
-
The Trump Tariffs1 month ago
-
Selling HRnet and Fiverr1 month ago
-
-
-
-
Ignore the noise and be calm2 months ago
-
-
-
-
FAQ on Quantitative Investing Part 22 months ago
-
-
-
-
Crossing the 300k Mark [in a volatile period]2 months ago
-
-
-
-
-
-
-
-
-
ETF vs Mutual Fund: Which is Better?5 months ago
-
-
-
-
-
-
Arigato Everyone! A Decade of Blogging!6 months ago
-
Top 10 Highlights of 20246 months ago
-
-
-
Union Square Residences8 months ago
-
-
-
STI ETF9 months ago
-
-
-
Unibet Casino Bonus Codes 20249 months ago
-
-
-
-
The Stigma against Early Retirement (FIRE)11 months ago
-
Monthly IBKR Update – June 202411 months ago
-
-
-
-
-
-
-
-
-
Feb 2024 Expenditure1 year ago
-
-
-
-
-
-
-
Monthly Summary of November 20231 year ago
-
Migration of website1 year ago
-
-
-
-
-
-
Hello SP Group, I'm Back!2 years ago
-
-
-
A New Light2 years ago
-
-
-
-
-
2022 Thoughts, Hello 2023!2 years ago
-
Series of Defaults for Maple Finance2 years ago
-
Takeaways from “Sea Change”2 years ago
-
Greed is Coming Back2 years ago
-
-
-
-
-
-
-
-
What is Overemployment3 years ago
-
Terra Hill Condo (former Flynn Park)3 years ago
-
Alibaba VS Tencent: The Battle Royale3 years ago
-
-
-
-
-
-
-
-
-
-
-
-
-