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債務危機疊加疫情影響 新秀麗(1910.HK)大跌18%創2011年底以來新低
格隆匯 03-12 11:42
格隆匯3月12日丨全球最大品牌行李箱製造商新秀麗(1910.HK)在連日下跌後,今日跌勢再度擴大,現跌18.25%報8.02港元,暫成交1.3億港元,最新總市值115億港元。該股盤中最低價7.98港元,為2011年11月以來新低。據外媒,新秀麗正面臨債務危機,3月初,標普降低了新秀麗業務表現預期,值得注意的是,公司將於3月18日發佈年度業績。截至2019年9月30日,新秀麗需要償還的債務規模約為其收入規模的三倍,部分債務來自其2016年的收購動作。新秀麗曾花費18億美元收購商務箱包品牌Tumi。標普認為,疫情對於高毛利率的新秀麗影響本不致命,但禍不單行,供應鏈長期受損(工廠倒閉貨款難以收回)和全球銷售額增長放緩的雙重打擊,可能會降低公司償債能力。債務負擔削弱了公司面對突發情況如新冠疫情的緩衝能力。
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