《大行報告》花旗升玖紙(02689.HK)評級至「買入」 上調目標價至15元
花旗發表報告指,東莞市政府公布2021年至2025年煤轉汽計劃,相信將推動行業整合,同時指玖紙(02689.HK)股價已自本年2月高位累跌36%,反映煤價上升令利潤率收窄,及需求增長放緩。該行認為第三季起因應市場周期,玖紙產品均價將提升,料市場競爭亦將因提升產能申請較難獲批而緩和,該行上調玖紙2021年至2023年每股盈利預測1%至9%,目標價自13.5元上調至15元,評級自「中性」升級至「買入」。
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