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《大行》華泰證券升中國聯塑(02128.HK)目標價至6.35元 維持「買入」評級
阿思達克 09-01 11:04
華泰證券發表研究報告指,中國聯塑(02128.HK)上半年收入按年跌8.03%,EBITDA降6.69%,純利增0.27%。公司中期業績超出該行預測,相信是由於上半年公司整體債務結構調整進度勝於預期,且有效控制財務費用。在行業下行週期,公司塑管產品綜合銷售量逆勢按年增3.9%,該行預期公司市佔率將進一步提升,維持「買入」評級,目標價由5.89港元上調至6.35港元。 該行表示,考慮到上半年塑管產品價格壓力仍然較大,預計中國聯塑今年的銷售規模或有收縮,調整公司2025至27年純利預測至17.9億、22億及24.3億元人民幣,對應每股盈測為0.58、0.71及0.78元人民幣。
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