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花旗:理文造紙(2314.HK)上半年業績遜預期 微降目標價至6.2港元
格隆匯 08-05 11:12

花旗發表研究報告指出,理文造紙(2314.HK)上半年在包裝紙和衞生紙板塊的業績,均未達預期,因此下調該公司2020-22財年的盈利預期4-12%,並將其股票目標價輕微調低至6.2港元。花旗在造紙行業中仍然看好玖龍紙業(2689.HK),預計該公司上半年盈利按年增長9%。

花旗報告指出,理文造紙上半年業績令人失望,主要因為在東南亞進行了包裝紙產能擴張,帶來了更高的費用,而且衞生紙的價格承壓。

理文造紙日前公佈,集團截至今年6月30日止中期純利13.36億港元,按年下跌20.47%;派中期息每股12港仙。集團收入110.7億港元,按年減少14.5%。

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