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券商點評:理文造紙、中遠太平洋 @ 2011-11-28T01: Back Hot News
Keyword:理文造紙
Concept:
理文造紙(02314)公布截至9月底止中期業績,純利6.47億元,按年跌22.95%,每股基本盈利13.79仙,每股攤薄盈利13.68仙,中期息每股4.8仙。期內,收入73.6億元。
理文造紙公布,截至2011年9月30日止中期取得純利6.47億港元,同比跌22.95%,派中期息0.048港元。
受生產成本大幅上升影響,理文造紙(2314)昨日派發截至今年9月底止中期成績表,純利按年跌近23%,至6.47億元,每股盈利13.79仙,派中期息每股4.8仙,派息按年減少20%。期內毛利率按年跌4.26個百分點,至13.7%。理文董事總經理李文俊指出,由9月至今,占成本六至七成的廢紙價已下降兩成,對毛利率改善有信心,未來派息比率會維持30%至35%。
曾經發盈警的包浩斯(00483.HK)公布,中期純利倒退三成四,股價曾反彈一成八,收市升百分之七,報2.02元。理文造紙(02314.HK)中期純利倒退近兩成三,股價跌百分之一,報2.86元。
理文造紙中期業績下降23% 行業面對衰退壓力
·理文造紙中期少賺23%至6.47億港元 息4.8仙
德昌電機控股 (00179-HK)、理文造紙 (02314-HK)、百靈達國際控股 (02326-HK) 公布中期業績;
花旗認為,以玖龍紙業(2689.HK)管理層語調正面,相信第三季已是年內最差季度,末季毛利應可改善;其產量進度仍符合400萬噸的明年目標,債務前景(明年負債比率升至110%,後年回落至90%)則較預期略佳,估計可令其於環球經濟惡化中免疫;維持買入,目標價7.2港元,待理文造紙(2314.HK)明天公布中期業績(若盈利倒退20%便視為偏弱)後,會有更多看法。玖龍中午收報5.0港元,跌4%。理文跌2%,報2.9港元。

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