港股異動 | 紙業股續漲 玖龍紙業(2689.HK)漲超4%
格隆匯8月24日丨紙業股延續昨日漲勢,截至午間收盤,玖龍紙業(2689.HK)漲超4%,晨鳴紙業、陽光紙業漲超1%。玖龍紙業昨日午間公佈,基於對集團管理賬目初步審閲,倘撇除經營和融資活動的匯兑收益(扣除税項),截至2021年6月30日止年度公司權益持有人應占盈利預計同比增長不低於50%,主要由於集團的銷售收入錄得顯著增長及毛利潤增加所致。績後大和發研報指,玖龍紙業發盈喜高於該行預期,相信是與其產品定價能力改善和成本控制有關,因應股價在過去六個月已累跌約20%,評級由“持有”一舉升至“買入”,目標價維持13港元;並升2021至2022財年每股核心盈測8%至10%,以反映近期廢舊箱板紙(OCC)及箱板紙價格趨勢。

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