大行评级|花旗:上调建滔积层板目标价至14港元 维持“买入”评级

格隆汇
25 Mar
花旗表示,建滔积层板2024年净利润按年增46%达13.26亿港元,符合此前发布的13亿港元以上的盈利预喜指引,但这低于该行之前预测的16.48亿港元。部分原因是1.06亿港元的一次性减值损失,其余2.16亿港元的差距更多归因于2024年下半年因平均售价降低而导致的毛利率低于预期。尽管如此,该行预计2025年第一季度毛利率将因平均售价上涨超过10%而快速扩张,增幅超过20%。该行将2025至2026年的盈利预测下调4%至9%,并引入2027年的预测,将目标价由11.5港元上调至14港元,这反映了因平均售价上涨导致的毛利率假设提高,维持“买入”评级。

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