紙業股逆吐逾4%-10% 遭美銀降級玖紙(02689.HK)沽壓最大
紙業股今天逆市顯著回吐,尤其是遭美銀降級的玖龍紙業(02689.HK)扭轉昨天漲逾7%勢,股價重失10天線(8.35元),最低見7.89元,守穩20天線(7.82元),現造7.95元,急吐10.5%,成交增至3,929萬股。美銀證券指,考慮到集裝箱板進口量可能增加及市場上出現更多新產量,相信玖紙加價周期已結束,加上報告引述數據指,玖紙自7月21日起將每噸紙張價格下調100-300元人民幣,降價較預期早出現,並認為有進一步減價空間,故將玖紙評級由「買入」降至「中性」,但基於過去幾週利潤率表現優於預期,將公司盈利預測略微提高約2%-6%,同時將玖紙目標價由8.4元升至8.9元。
理文造紙(02314.HK)失守10天及牛熊線(4.8元及4.9元),最低見4.7元,現造4.72元,回吐6.7%,成交已達867萬股。料中績多賺逾七成刺激昨天股價急漲34的陽光紙業(02002.HK)今早高開升至1.52元創逾15個月高遇阻,掉頭低見1.39元,現造1.41元,倒跌4.1%,成交524萬股。
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