《大行》花旗升建滔积层板(01888.HK)目标价至43元 上调盈测

阿斯达克财经
Yesterday

花旗发表研究报告指,预期随着旺季来临,建滔积层板(01888.HK) 将更频繁地上调平均售价。该行估计今年铜箔的均价将较去年的每张116元,按年增加约68%至196元。该行将建滔积层板2026至2028财年的盈测分别上调18%、23%及16%,目标价上调至43元,相当于预测2027年市盈率19倍。由于上游玻璃织物及铜箔供应短缺,在中国工业人工智能基础设施行业中仍然首选建滔积层板。(sl/w)(港股...

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