《大行報告》美銀證券升維達(03331.HK)評級至「中性」 目標價上調至30元
美銀證券發表報告表示,維達(03331.HK)今年首季銷售及純利分別按年上升30.7%及46.5%,主因季內銷售及毛利率高於預期,因此該行對維達前景轉趨更為正面,相信其銷售於今年餘下時間維持強勁勢頭,料第二季純利仍錄穩健增長,故將其評級由「跑輸大市」升至「中性」。
該行又指,預期紙漿價格上升或會對維達明年業績帶來負面影響,但公司透過調整產品組合及加價會有所抵銷,該行上調其今明兩年盈利預測分別17%及20%,目標價由23.9元升至30元。
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