大和:下調玖龍紙業評級至“跑贏大市”,予目標價8港元
格隆匯5月19日丨大和發研報指,現時市場對玖紙(2689.HK)下半年度純利預測,有必要大幅度下調。此外,環球宏觀形勢阻礙集團2023財年的復甦步伐,加上需求疲弱及原材料成本上漲,令毛利持續受壓,最新將玖紙2022財年盈利預測下調29%,相應將集團評級由“買入”降至“跑贏大市”,目標價則下調至8港元。不過,大和認為,隨着上海及北京等地疫情好轉,消費需求開始復甦,該行相信,雖然經營環境困難,但應不會再惡化。

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