《大行報告》美銀證券上調維達(03331.HK)目標價至23.9元 評級「跑輸大市」
美銀證券發表報告,上調維達(03331.HK)今明兩年每股盈利預測各14%,股份評級維持「跑輸大市」,目標價由22.3元調升至23.9元,以反映人民幣升值、在國內木漿價格上升之下價格競爭緩和,及根據渠道調查有潛在的出廠價提升。
該行表示,維持集團評級「跑輸大市」是因國際木漿價格年初至今已上升超過10%,且有機會繼續上漲,令集團毛利率有下行風險。雖然出廠價提升加上便宜的庫存,有助緩和今年上半年的部分成本壓力,但或不足以抵銷下半年開始的進一步成本受壓。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.