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Keyword:玖紙 |
Concept:玖龍紙業中期 , 半年550萬 |
該行認為,市場仍低估今年內地箱板紙和紙板領域的潛在強大供應量增長,該行料今年兩者產能將分別增540萬噸及400萬噸,雖然需求改善可能推動紙價上漲,但由於供應增長強勁,價格上行空間有限。該行指玖紙股價過高,暫時不宜沾手,維持「跑輸大市」評級,目標價5.9元。(NA/U) |
曾是基金愛股的玖龍紙業(02689)公布,截至去年12月底止半年業績純利跌21﹒3%至6﹒58億元人民幣65377;雖然業績走樣,但野村仍力撐,稱玖紙業績仍比該行和市場預期的高4%,所以維持65378;買入65379;投資評級,目標價10元不變65377;玖紙股價升跌後倒升3﹒8%,同行理文造紙(02314)漲3﹒7%65377; |
大行就各有睇法,瑞銀就話系比較溫和,仲叫缸友吸納地主股,不過里昂就話樓價已經無乜大升空間,維持地主股慨減持評級65377; |
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