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南洋行家论股

Author: Tan KW   |   Latest post: Fri, 27 Nov 2020, 7:09 AM

 

【行家论股/视频】COMFORT手套 3年盈利前景强劲

Author:   |    Publish date:



https://youtu.be/AF9C6cepEaE

分析:兴业研究

目标价:5.70令吉

最新进展:

Comfort手套(COMFORT,2127,主板工业股)2021财年次季,净利飙涨近5倍,录得4279万7000令吉,并派息1.5仙。

同时,次季营业额报1亿9795万2000令吉,年涨57.22%。 

首半年净赚5913万6000令吉,按年暴涨2.8倍,营业额年增47.67%,至3亿5085万9000令吉。

 

行家建议:

首半年净利5910万令吉,超越我们的预期,占全年预测的78%,因为平均售价比预期高。

据了解,自疫情爆发后,Comfort手套每月调涨平均售价5%到10%。顾客已经锁定未来18个月的订单,但根据规范,我们相信平均售价只能在交货前1到2个月内敲定。

我们大幅调高今明后财年盈利预估,幅度介于63%至103%,反映出平均售价走高的利好。

我们预计第三季会录得更强业绩,且长期能够从全球手套使用量上涨的趋势中受惠。

今明后财年每1000只手套的平均售价预估,介于每盒31.70至33.40美元,比当前50至90美元市价,折价33%到73%,因为考量到疫苗面市的风险。

维持“买入”评级,但调高目标价至5.70令吉,相等于18倍本益比,股价上涨空间还有约1%。

 

 

https://www.enanyang.my/行家论股/【行家论股视频】comfort手套-3年盈利前景强劲

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Labels: COMFORT

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Chart Stock Name Last Change Volume 
COMFORT 3.85 -0.08 (2.04%) 4,927,400 

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