《大行報告》花旗上調理文造紙(02314.HK)目標價至4.3元 評級升至「買入」
花旗發表報告表示,理文造紙(02314.HK)去年純淨利潤下跌59.5%至13.17億元,收入則按年跌10.3%至291.7億元,與早前發盈警一致。
該行指,相比玖龍紙業(02689.HK)去年下半年錄得虧損13.89億元人民幣,理文造紙仍有能力錄得盈利4.55億元。該行表示,在防疫措施放寬後,市場消費將今年復甦,故將理文造紙在2023年至24年盈利預測上調8%至10%,並將其目標價由2.5元上調至4.3元,相當於預測今年市盈率8.8倍,以及其評級由「沽售」一舉升至「買入」。(ca/w)
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