玖龙纸业维持跑赢行业评级,上调目标价至9港元

中金公司
Jan 30

一、核心观点与评级调整中金公司 在研报中维持对玖龙纸业的“跑赢行业”评级,并将目标价上调至9港元,较此前目标价提升29%。这一调整主要基于公司FY26-27年净利润预测的显著上调,以及对公司自制浆产量和吨利润超预期表现的认可。中金预计,玖龙纸业在FY26-27年的净利润分别为36亿元和40亿元,对应市净率(P/B)为0.6x和0.5x,目标价隐含21%的上行空间。二、业绩超预期原因分析根据公司公告...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10