里昂升维达(3331.HK)目标价至18港元维持“跑赢大市”评级
里昂发表研究报告指,维达(3331.HK)
上半年集团自然销售增长13%,内地自然销售增长15%,业绩胜市场预期,并已于公布当日反映在股价上。展望下半年,该行仍见到数个催化剂,包括:来自餐巾销售的新贡献、木浆价格急跌有利成本效益,以及有效税率降低。
报告指,虽然市场某程度上视维达为探测木浆价格的替身,但该行认为,从长远来看,对其作为消费者公司的增长之路更感正面,特别是其近日重推餐巾产品。该行将其目标价由17港元至18港元,维持“
跑赢大市
”评级。
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