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維達(03331.HK)料下半年木漿價格無大波動中長期毛利率維持30- @ 2012-08-30T18: Back Hot News
Keyword:維達
Concept:下半年木漿價 , 2015年100萬
恆安勁敵維達亦快有新搞作。中銀報告指出,9月維達的湖北廠房將有3條新紙尿片生產線啟用,到時旗下BABYFIT品牌的尿片就能100%自家制造,毋須假手於人。而今年下半年,維達會將增加15萬噸產能,令總產能在11月時增加至62萬噸。100萬噸產能之路又邁進一大步。
渣打指出,維達上半年的價格上升不明顯,但銷售量強勁,相信能夠利用上半年47萬噸產能,產量按年升25%。預計每噸淨純利由2012年1400港元,升至2013年1585港元。另外,維達與恆安(1044.HK)的估值差距亦收窄,目標價由11.2港元上調至14港元。(維達國際昨日收報12.56港元)

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