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【大行言論】瑞信:玖紙(2689-HK)評級維持「跑輸大市」,下望5.35元 @ 2013-02-27T03: Back Hot News
Keyword:玖紙
Concept:玖龍紙業中期 , 半年550萬
大行對玖紙的看法有分歧。美銀美林料,今年中國箱板紙和紙板產能將分別增540萬噸及400萬噸,故紙價上升空間有限,預料玖紙的每噸紙盈利將跌至124元水平,維持「跑輸大市」評級,目標價5.9港元。
預期的高4%,所以維持「買入」投資評級,目標價10元不變。玖紙股價升跌後倒升3﹒8%
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。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「買入」投資評級,目標價10元不變。玖紙股價升跌後倒升3﹒8%,同行理文造紙(02314)漲3﹒7%。

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