美银证券：重申理文造纸(02314)“中性”评级 目标价上调至2.6港元
美银证券发布报告称，重申理文造纸(02314)“中性”评级，考虑到盈利改善，将2024和2025财年预期各上调11%和2%，目标价由2.4港元上调8%至2.6港元。公司2023财年净利润同比下降11%，胜该行预期9%。并建议派发末期股息每股6.1仙，意味着全年派息比率为35%。
报告指出，春节长假后箱板纸价格和出货量持续低迷，主要塬因是需求疲软、纸厂库存高企以及国内瓦楞纸箱价格下跌。纸厂目前正集中补货，并为实际订单提供折扣。市场情绪看淡价格，该行预计公司上半年利润率将继续疲软，但高利润率的生活用纸业务将继续主导盈利贡献。
Reprinted from 引领外汇网，the copyright all reserved by the original author.
Disclaimer: The content above represents only the views of the author or guest. It does not represent any views or positions of FOLLOWME and does not mean that FOLLOWME agrees with its statement or description, nor does it constitute any investment advice. For all actions taken by visitors based on information provided by the FOLLOWME community, the community does not assume any form of liability unless otherwise expressly promised in writing.
FOLLOWME Trading Community Website: https://www.followme.com
Hot
No comment on record. Start new comment.