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Author: ahbi   |   Latest post: Mon, 21 Dec 2020, 9:14 AM

 

[转贴]阿笔谈股系列39-浅谈Thong Guan (2)- 产品需求

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This article first appeared in Investips.my Blog on Aug 11, 2020.

 

阿笔之前曾分享Thong Guan于15/2/2020.

http://investips.my/2020/02/15/%e9%98%bf%e7%ac%94%e8%b0%88%e8%82%a1%e7%b3%bb%e5%88%9732-%e6%b5%85%e8%b0%88thong-guan-plastic-resin%e7%9a%84%e4%bb%b7%e9%92%b1/

 

Thong Guan近期会投资两条生产线设备价值RM30M.

一条生产线是生产拉伸膜(stretch film)用于wrapping pallets;而另外一条生产线是blown film production line出产laminated film供应本地市场。

 

因covid-19的关系:

  1. 在欧洲,越来越多人在超市买东西,在家用餐,这使到stretch film 需求增长(用于wrapping pallets of food & beverage goods heading to Europe)
  2. 国内市场,laminated packaging需求也有所增加( wrapping for food & beverage)
  3. 网购增加也提升了courier bags的需求

Sunway Real Estate Investor Trust, Q4 2020, page 30

 

https://www.thestar.com.my/business/business-news/2020/07/06/thong-guan-expects-over-rm1bil-revenue-for-fy20#:~:text=GEORGE%20TOWN%3A%20Thong%20Guan%20Industries,production%20lines%20to%20increase%20revenue.&text=%E2%80%9COne%20of%20the%20lines%20is,film%20used%20for%20wrapping%20pallets.

https://www.theedgemarkets.com/article/plastics-firms-stretching-growth

 

TGUAN RM4.73/share, 市值RM883M,  P/E 14, P/B 1.46, ROE 11.02%

 

注:阿笔个人持有该公司股份,但并非该公司董事,顾问或员工。以上投资分析,纯属阿笔个人意见和观点。任何人因看此文章而造成任何投资损失,阿笔恕不负责。

免责声明:以上言论纯属读者分享,并没有任何买卖建议,或推高股压低价的其他企图,怒本网站不对你的盈亏负任何责任,谢谢

 

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