花旗:看好建滔盈利恢復 管理層增持為基本面改善信號
花旗發表報告表示,建滔集團(0148.HK)及建滔積層板(1888.HK)均發佈盈利下滑預警,短期可能拖累股價,但亦帶來更好買入機會。該行估計公司下半年盈利改善,同時管理層在3-5月期間的增持亦是疫情後公司基本面改善的信號。該行予建滔集團及建滔積層板目標價分別為23港元及10港元。
報告稱,如果去掉權益工具錄得未變現虧損的影響,預計建滔積層板上半年盈利下滑12%,建滔集團盈利降幅則可能是中等個位數。對積層板公司來説,預計第二季核心盈利將恢復1%的按年增長。
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