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纸业股逆吐逾4%-10% 遭美银降级玖纸(02689.HK)沽压最大
阿思达克 07-21 13:51
纸业股今天逆市显着回吐,尤其是遭美银降级的玖龙纸业(02689.HK)扭转昨天涨逾7%势,股价重失10天线(8.35元),最低见7.89元,守稳20天线(7.82元),现造7.95元,急吐10.5%,成交增至3,929万股。美银证券指,考虑到集装箱板进口量可能增加及市场上出现更多新产量,相信玖纸加价周期已结束,加上报告引述数据指,玖纸自7月21日起将每吨纸张价格下调100-300元人民币,降价较预期早出现,并认为有进一步减价空间,故将玖纸评级由「买入」降至「中性」,但基於过去几周利润率表现优於预期,将公司盈利预测略微提高约2%-6%,同时将玖纸目标价由8.4元升至8.9元。

理文造纸(02314.HK)失守10天及牛熊线(4.8元及4.9元),最低见4.7元,现造4.72元,回吐6.7%,成交已达867万股。料中绩多赚逾七成刺激昨天股价急涨34的阳光纸业(02002.HK)今早高开升至1.52元创逾15个月高遇阻,掉头低见1.39元,现造1.41元,倒跌4.1%,成交524万股。

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