PGF is currently facing a supply glut and weak demand from the Australian housing market which is hurting their short-term margins. Even if insulation is essential the high interest rates are delaying construction projects and dragging down the share price for now.

阿笔股票观察名单系列 12 —— 浅谈PGF Capital Berhad: 政策东风
PGF目前正在兴建的第二座玻璃矿棉工厂预计于2026年中期投产，届时年产能将由2.5万吨跃升至6.5万吨，增幅高达160%。这不仅将解决当前产能瓶颈，也为其进入更大规模项目奠定基础。
在当前估值仍处于9-10倍市盈率的水平下，值得中长期投资者深入关注
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