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《大行報告》花旗下調中國聯塑(02128.HK)目標價至15元 評級「買入」
花旗發表評級報告指,受到房地產需求下降,從而對中國聯塑(02128.HK)的毛利有較低預測,由此僅將公司在2022至2023年的盈利下調4%至7%。 該行指,中國聯塑去年盈利低於該行原預測19%,決定下調對其目標價由18.8元降至15元,相當於預測今年市盈率9倍。由於公司今年首季毛利已回升至28%至29%水平,該行維持對中國聯塑「買入」評級。 花旗表示,中國聯塑管理層仍期待今年總產能有10%以上的增長,而公司新產品工廠將分別於今年上半年在柬埔寨及下半年在印尼投入生產,而這將會加快公司在泰國、馬來西亞、菲律賓及孟加拉等多國的建設速度。(ca/w) ~
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