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《大行报告》里昂升玖纸(02689.HK)目标价至9.9元 相信盈利有增长
阿思达克 02-26 16:17
里昂发表研究报告指,玖龙纸业(02689.HK)上半财年经调整纯利高於预期9.6%,主因销售、其他收入及融资成本改善,并看好其短期纸价动力,因新型肺炎疫情影响,原材料供应受阻多於需求延後,允许大型企业转嫁成本,加上近期进口旧瓦楞纸箱(OCC)及纸浆关税豁免,相信可以支持每吨纯利的表现。因此,该行上调集团2020/21/22年经调整盈测16.9%、9.5%及9.8%,目标价由8.5元升至9.9元,维持「跑赢大市」评级。
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