《大行報告》花旗降建滔(00148.HK)目標價至30元 反映早前盈警
花旗發表報告指,建滔集團(00148.HK)2023年淨利潤及經常性利潤按年分別下降44%及41%,略好過2023年2月宣布盈警時提及的45%跌幅。因應以上表現,該行將公司2024及2025年各年盈測分別下調16%及19%。因此花旗將建滔的目標價由35.1元下調至30元,評級「買入」,反映早前盈警。
另外,花旗亦預測建滔今年的印刷電路板(PCB)產能增幅不大,大部分化工產品產能幾乎維持不變。該行亦認為公司2024年的資本支出將低於30億元,至於房地產開發支出則為6億至8億元。因應今年製造業的業務前景,該行認為化工業務仍是公司最薄弱的一環,而PCB業務的表現相對會比較好。
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