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《大行報告》花旗上調玖紙(02689.HK)目標價至11元 7月平均售價上漲
阿思達克 07-14 10:42
花旗發表研究報告,指玖紙(02689.HK)最新集裝箱板和塗層雙面板均價升幅為每噸250至300元人民幣,較月初升約100-200元人民幣為高,總計5月至7月均價升900-1,050元人民幣,相等於升幅為30-40%,主因本地消費需求,和再出口需求提升所致,升公司2020-22年每股盈利預期分別10%、2%及4%,目標價由10.5元升至11元,重申「買入」評級。

該行預期,下半財年公司核心盈利增長可復9%至16.89億元人民幣,當中銷售升2%,利潤升6%。利潤改善主因去年低基數所致,同時自疫情復甦較快亦抵銷第三財季的停工。

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