【 ABLEGLOB 7167 ABLE GLOBAL BERHAD 】墨西哥出口准证、Get!
在我们上次分享了 ABLEGLOB(7167)之后,近期内有投行指出该公司已经获得了墨西哥的 Approval In-Principle(在等最后确认),而公司的管理层也预计在 FY 2023 Q1 中可以获得最后的批准。
回顾 ABLEGLOB 业绩点评:https://www.facebook.com/photo/?fbid=132950696227370&set=a.115434937978946
可能部分的读者就会问了 – 为什么这个出口准证那么重要呢?
在 2021 1H 的时候,ABLEGLOB 位于墨西哥的乳制品厂房已经建设完工,并且其产能高达 120,000 MT;而在 2020 年的时候,公司的总产能只有 160,000 MT 而已,可见新厂房的到来对于公司有多重要。
按照管理层所说,目前该墨西哥的厂房产能使用率只有 10% ~ 20% 左右,显然是不足以达到收支平衡(“Breakeven”)的效果。
如无意外的话,当该厂房达到了 25% ~ 30% 的产能使用率的时候,就会达到收支平衡,在最新一个季度中,该联营公司给公司带来了 RM 2.0 Million 左右的亏损。
而公司目前在马来西亚的厂房也有 20% 左右的产能主要是出口到美国区域中,因此在 ABLEGLOB 的墨西哥厂房可出口后,公司会将该新厂房的重心放到出口到美国市场上,然后本地的厂房则是会拓展到东南亚区域中。
以原料而言,Skim Milk 的价格也已经从高点下滑了 30% ~ 50% 左右。
总之,这次的消息对于 ABLEGLOB 来说应该是利好的,明天就看看市场会对 ABLEGLOB 有什么样的反应吧!
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#ABLEGLOB
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https://klse.i3investor.com/web/blog/detail/exeedgroup/2022-12-20-story-h-302938541
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