獲花旗看好玖紙(02689.HK)逆漲10%越20天線 理文造紙(02314.HK)反彈12%
玖紙(02689.HK)獲花旗升級至「買入」,該股今天逆市重越10天及20天線(10.42-10.65元),最高見11.16元,現造10.98元,逆漲10%,成交急增至2,822萬股。
其餘紙業股也造好,尤其是理文造紙(02314.HK)由逾七個月低位反彈重越10天及20天線(6.14-6.25元),最高見6.66元,現造6.61元,反彈12%,成交急增至1,478萬股。晨鳴紙業(01812.HK)及陽光紙業(02002.HK)分別升2.5%及1.1%,股價曾重越10天線(4.97元)及(1.9元)分別高見5.05元及1.92元。
花旗指,東莞市政府公佈2021-2025年煤轉氣計劃,相信將推動行業整合,同時指玖紙股價已由今年2月高位累跌36%,反映煤價上升令利潤率收窄及需求增長放緩。該行認爲第三季起因應市場週期,玖紙產品均價將提升,料市場競爭亦將因提升產能申請較難獲批而緩和,故上調玖紙未來三年每股盈利預測1%-9%,目標價也由13.5元上調至15元,評級由「中性」升級至「買入」。
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