港股異動丨維達國際(3331.HK)升超5% 機構指疫情期間生活用紙需求穩定
格隆匯4月6日丨維達國際(03331.HK)現漲5.14%,報19.62港元,暫成交3888萬港元,最新總市值234.8億港元。在2019年公司紙巾業務、電商渠道增長靚麗,個護重獲正增長。長城證券曾指出,新冠疫情期間,生活用紙需求穩定,公司的防禦配置價值凸顯。同時,原油價格整體下跌,木漿價格有望進一步下探,2020年公司利潤端彈性仍可期。里昂3月中旬預期維達的成人尿片及新推出的醫用口罩業務會於新型肺炎後帶來結構性機遇。
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