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輝立:予維達(3331.HK)目標價33.6港元
格隆匯 07-21 16:44

輝立發表報告稱,維達國際(3331.HK)主要業務為生活用紙產品及個人護理用品的製造和銷售。得益於近期木漿價格低走及公司產品組合持續優化,公司2020上半年盈利表現突出,毛利及淨利潤分別同比上漲32.6%及107.5%。儘管公司第一季度因其主要工廠的停工及物流供應鏈的負面影響而導致其營收方面表現不佳,但由於公共衞生事件爆發後消費者的衞生意識提高,公司第二季度銷售復甦勢頭強勁,同比以及環比分別上漲約15%和23%。同時公司未來將繼續致力於產品創新,因此其第二季度較高的利潤率有望繼續維持。

輝立予維達國際目標價33.6港元,止損價29港元。

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