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《大行報告》匯豐研究下調玖龍紙業(02689.HK)目標價至6.8元 評級「持有」
阿思達克 02-27 10:52
匯豐研究發表報告,指玖龍紙業(02689.HK)在2023財年上半年錄得虧損13億元人民幣,符合早前發出的盈警預告,並是公司上市以來首次出現虧損。不過其銷量按年升2%,意味著市場份額有所增加,同時預料隨著湖北和遼寧新增產能增加,其市場份額亦會持續增加。 該行預料公司在截至今年6月底止2023財年下半年僅錄輕微利潤,並大幅下調對其全財年盈測,料全年度虧損達10億元人民幣,並將公司2024財年及2025財年的盈利預測分別下調12%及1%,反映原材料及財務成本上升,並將其目標價由7.8元下調至6.8元,維持其評級為「持有」。
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