Ja wiem ale kurs jakby się tego "słucha":
Cytat:We maintain our positive stance toward medical gloves market. Top Glove Corporation, world’s largest rubber gloves producer, expects the demand for gloves to grow by 25%/ 15% in 2021/ 2022 after a 20% growth in 2020. Elevated demand is expected to be maintained also in the post-COVID-19 era. The drivers for demand are: (i) growing healthcare awareness, (ii) increasing healthcare expenditures in developing countries, and (iii) the resulting surge of gloves per capita consumption. The disequilibrium in supply and demand may last for another 2-3 years which should support the financial results of Mercator Medical.
4Q20E results. We assume that the average selling price of a glove grew by c. 24% qoq in 4Q20. This is related to the ongoing second wave of COVID-19 infections. We also assume c. 30% growth of cost of nitrile. We also expect a 79% increase in purchase prices of gloves in the distribution segment. All in all, we tentatively expect revenus and EBITDA at PLN 779 million (+32% qoq) and PLN 476 million (+22% qoq), respectively. Net profit should amount to PLN 420.7 million in 4Q20 (+19% qoq).
Chyba się muszę dużo jeszcze nauczyć:
* The disequilibrium in supply and demand may last for another 2-3 years which should support the financial results of Mercator Medical.
* assume that the
average selling price of a glove
grew by c. 24% qoq in 4Q20* also assume c.
30% growth of cost of nitrile* also expect a
79% increase in purchase prices of gloves in the distribution segment
* expect revenus and EBITDA at PLN 779 million (+32% qoq) and PLN 476 million (+22% qoq), respectively
*
Net profit should amount to
PLN 420.7 million in 4Q20 (+19% qoq)ale reko obniżamy.