《大行報告》麥格理上調玖紙(02689.HK)盈測 重申為行業首選看10元
麥格理發表報告表示,玖紙(02689.HK)管理層透露,於原本是淡季的第二季,意外地在需求上升帶動出貨量強勁,目前存貨水平降至少於兩周的水平,而公司自5月以來加價了4次、每噸共加200元人民幣。該行認為,到9月底前東莞不太可能實現完全的煤轉氣,玖紙亦將繼續擴張其海外上游光纖產能,電商亦帶動行業需求增加。
該行上調其2020至2022年盈利預測分別3%/3%/2%,以反映較好銷量及均價之表現,維持目標價於10元,重申該股為行業首選,相信其為行業整合的最大受惠者。
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