寶成 接單回穩 無薪假將縮減 - 股票
By Bethany
at 2020-08-16T13:24
at 2020-08-16T13:24
Table of Contents
1.原文連結:
https://money.udn.com/money/story/5612/4782944
2.原文內容:
寶成集團(9904)實施無薪假有最新變化。寶成將從9月起,將台灣員工每月休六天的規
定減為四天,海外台籍幹部也全面恢復正常上班,不再實施無薪假;業界認為,此舉代表
製鞋業第4季接單已逐步回穩。
不過,寶成集團副總級以上高階主管,包含集團執行長蔡佩君等人,減薪10%至30%的規定
,照舊執行。
據了解,由於員工實施無薪假是採每三個月申報一次,寶成自6月起實施無薪假,第二波
申請將從9月起實施,最近已開始要求員工重新填表,預計近期向台中市政府提出申請。
而員工得知無薪假減少,也相當開心。
新的無薪假計畫,包括台灣所有員工每月改為休四天,可在專案事假或減班休息二選一;
海外台籍幹部則配合當地廠區生產管理需求,全面恢復正常上班,不再實施無薪假;受影
響的員工數也由5,300餘人,減少為3,700餘人。
新冠肺炎疫情趨緩,各國陸續解封,隨著NBA賽事8月起復賽,消費市場信心也跟著回溫;
目前製鞋三雄寶成、豐泰及鈺齊,對第3季看法仍偏保守,但法人認為,最快第4季就可看
到景氣回升的曙光。
市場則認為,品牌客戶第3季庫存調整結束,第4季可望出現一波拉貨潮,而代工廠需約二
至三個月時間才能出貨、認列營收,因此對製鞋業景氣的展望,預計最快第4季營運就會
回溫。
寶成內部主管也透露,最近第4季接單確實已有回升跡象,而海外各生產基地出貨也陸續
恢復正常。
3.心得/評論:
A.國外的Nike Adidas 近期股價都出現大漲,歐美消費復甦在即,寶成第四季還會更好
疫情過後,健康意識更增強,對於運動用品消費勢必超過以往
B.許多代工大廠金流已經撐不下去,財務實力強的廠商如寶成,之後更容易擴大市占
C.第二季財報,寶成的淨值大增156億,每股淨值跳升到39.6元(季增5.5元)
股價目前僅淨值的7折,具備潛力
主要是寶成持股20%的南山人壽,第二季帳面淨值大增千億元的關係
南山持有四兆元以上的債券資產自第一季底以來不斷增值,因此挹注其淨值2000億元
南山人壽光是七月淨值又再度增加千億元,第三季度營運可望創新高,
也會有利於寶成的投資收益認列
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