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瑞銀料建滔積層板今年純利增18% 維持買入 @ 2013-03-12T07: Back Hot News
Keyword:建滔化工
Concept:去年8月 , 建滔化工今年
去年,占建滔化工營業額比例最高的化工業務收益增3.53%至168.44億元,但分部業績大跌逾50%至6.54億元。公司解釋,中國需求放緩,令化工產品售價回落。但執董鄭永耀表示,今年首兩月化工產品訂單出現雙位數增長,希望全年保持此增長幅度,料今年產品售價穩定,毛利率可望改善。
報告指出,基於今年新訂單流及經過春節銷售後,瑞信認為上游補充庫存進程接近尾聲,因此,估計建滔化工今年上半年產量將因低基數而按年增15%,但下半年其業務改善將放慢。(雙雙)
【個股信息】建滔化工(00148-HK)去年毛利率跌至13.7%,但客戶訂單明顯增
*建滔化工(00148)去年覆銅面板業務溢利跌19% 今年整體訂單增加
此外,建滔化工旗下建滔積層板(1888)宣布,去年盈利下跌12%至11.64億元。末期息卻大增1.4倍,每股派0.12元;全年派息率亦由34%至44%,主席張國華表示,今年1、2月訂單錄得明顯上升,目標今年整體銷售額增長15%至9,350萬張,料毛利率維持穩定。

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