《大行報告》里昂上調維達(03331.HK)目標價至25元 評級「買入」
里昂發表報告指,紙漿價格正常化可能有利於維達國際(03331.HK)未來幾季毛利率,而競爭問題可能是下半年關注重點。此外,持有維達52%股份大股東瑞典Essity早前宣布,決定對其持有的維達國際及歐洲消費紙產品公司戰略檢討。該行認為Essity對維達投資的戰略審查可能會對短期情緒造成影響,但對維達的營運產生重大影響的可能性較小,將目標價由20元提高到25元,並維持「買入」評級。
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