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理文造紙中期多賺4.3% @ 2012-11-21T03: Back Hot News
Keyword:理文造紙
Concept:
報告指出,政府刺激措施支持需求上升,同時行業新增供應放緩,明年理文造紙毛利率應會改善。盡管目前摩通因估值低而更看好玖龍(2689-HK),但理文造紙的防守性更佳,因其負債水平較低、盈利能力更高及經營現金流更好。
潘宗光為香港理工大學榮休校長,現任理文造紙(2314-HK)非執行董事,以及中華煤氣(0003-HK)、合和公路基建(0737-HK)和嘉華國際(0173-HK)的獨立非執行董事。(I)
傳中海油(00883.HK)就收購尼克森接受加拿大政府條件,股價升1.2%。中海油服(02883.HK)彈1.8%再次挑戰15元關口。中午公布業績,理文造紙(02314.HK)急抽11%,連帶玖紙(02689.HK)森信(00731.HK)陽光紙業(02002.HK)亦有支持。

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