永豐餘缺貨題材燒 推升營運 - 股票

By Anonymous
at 2021-04-19T15:37
at 2021-04-19T15:37
Table of Contents
原文標題:
飆股的故事/永豐餘缺貨題材燒 推升營運
(請勿刪減原文標題)
原文連結:
https://bit.ly/3tBMci0
(請善用縮網址工具)
發布時間:
2021-04-18 01:30
(請以原文網頁/報紙之發布時間為準)
原文內容:
國內農用紙箱缺貨,農產品沒有紙箱可包裝,引發紙箱缺貨潮,市場預期,工紙廠可望因
此受惠,激勵永豐餘(1907)股價表現,上周五(16日)收盤價收在38.85元,漲0.5元,
周漲幅23%,今年以來漲幅超過三成。
永豐餘2012年轉型為投資控股公司,以多角化經營策略,深化文化用紙、工紙紙器、家庭
用紙市場;在造紙業經歷黃金時期時,何壽川搶先布局從「紙」跨足「電子紙」,他也在
紙箱中看見RFID新商機,並投入生技事業,在免疫醫療藥品與精準醫學領域,發展出領先
的利基。目前投資領域涵蓋紙業循環經濟、材料科學、IoT科技、金融和生醫生機五大產
業。
在營運方面,永豐餘底下設有林漿紙事業群、工紙紙器事業群、消費品事業群,及其他產
品事業群,主要包括乳膠材料、無線射頻標籤等,其中工紙紙器事業群營收占比最高,在
四成以上,漿紙事業也有二成占比。受到全球性缺漿、漿料大漲帶動下,市場預期,永豐
餘漿紙事業有望轉盈,在工紙紙器方面,永豐餘首季已對客戶發出調漲通知,幅度
15%-20%,因供貨吃緊,台灣紙器廠目前產能滿載。
台灣各地紙箱缺貨,需求十分強勁,永豐餘在台擁有五個紙器廠,年產能5.2億平方米。
由於紙箱缺貨,政府放寬造紙業勞工延長工時,市場預期有助永豐餘增加產能。
全球原物料漲翻天,法人普遍對造紙業者今年展望樂觀,認為產品價格欲小不易,主要原
因有三,首先是疫情使伐木工人及廢紙回收人工缺口大,造成原料供給不足,其次為貨櫃
海運缺櫃,使原料取得不易,第三是後疫時代,各國需求強勁,這些皆是推升造紙股今年
營運的關鍵因素。
從基本面看,永豐餘日前公告3月合併營收76.69億元,年增21.6%,第1季營收213.14億元
,年增31.6%,創下歷年同期新高,公司看今年上半年將淡季不淡。法人表示,永豐餘去
年每股純益3.14元創歷史新高,今年在漲價效益下,可望持續寫下新高紀錄。
永豐餘除了提升本業漿紙、紙器及消費品的營運,也積極育成子公司,旗下小金雞相繼掛
牌也讓集團淨值水漲船高。除了申豐、元太,永豐餘消費品實業也預計在今年上半年送件
申請上市,預計下半掛牌。另外,永豐餘工紙預計今年第3季釋股,之後公發,預計年底
前上興櫃。
即便永豐餘基本面亮眼,子公司掛牌和原物料上漲題材為股價添加不少柴火,但法人認為
,畢竟永豐餘近一周漲幅已超過二成,短線需防過熱,此外,由於造紙業攸關民生產業,
每次只要造紙者欲產品提價,就會獲得政府高度關切,像是近期公平會又開始調查,對業
者來說,也是一大壓力。
心得/評論: ※必需填寫滿20字
紙箱雖然四處可見很普通,但紙箱真的是很重要
永豐餘除了搶先佈局從紙跨足電子紙外,也在紙箱中看見新商機RFID
也馬上在紙業上做出區隔,受到全球性缺漿、漿料大漲帶動
讓永豐餘慢慢轉盈
現在各地都在缺紙箱,台灣造紙業應該可說是相當樂觀,再來貨櫃海運也不遑多讓,應該
可以說是後疫時代最後的逆襲吧 XD
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