《大行報告》瑞信上調理文造紙(02314.HK)目標價至9.5元 評級「跑贏大市」
瑞信發表報告指,理文造紙(02314.HK)去年盈利優於市場及預期,全年錄純利37億元,按年增長10.7%,意味去年下半年純利為23億元,按年上升43%。該行相信,集團盈利增長主要是在成本提升及需求利好下,紙價上升所推動。
瑞信上調理文造紙股份目標價,由9.3元升至9.5元,評級維持「跑贏大市」,並調升集團今明兩年盈利預測分別8.6%及8.3%,以反映更高的利潤率假設。
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