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《大行》花旗:玖紙(02689.HK)下半年紙漿成本降 升評級至「買入」目標價6.2元
阿思達克 07-24 10:06
花旗發表報告指出,基於成本節省預期,料玖龍紙業(02689.HK)盈利能力的提升,將該公司評級從「中性」上調至「買入」,預計總回報率超過55%的上行空間 該行指玖龍紙業(02689.HK)將於9月公布今年下半年業績,預計核心股東應佔利潤將按年激增58%至8.11億元人民幣,而收入持平約287.82億元人民幣。因此,花旗預計公司將於8月,即業績發布前約一個月,宣布正面盈利預警。 花旗將玖龍紙業2025至2027財年盈利預測上調36%至58%,並基於2026財年0.5倍市淨率對玖龍紙業的股票估值,將目標價從3.6元上調至6.2港元,相當於預測2026財年市賬率0.5倍,主要得益於北海、湖北紙漿廠開始內部生產,預計將實現紙漿成本節省。。
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