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內地白咭紙價格不斷調升 Jason看好晨鳴紙業短線週期上漲【專家選股20201203】

Author: uSMART Securities
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近期內地的白咭紙價格不斷調升,比去年同期上升31%,而比起今年年中更升了愈40%。除此之外,因為內地的「限塑令」政策,亦臨近農曆新年內地市場對紙品的需求有機會提升。Jason這次揀選的晨鳴紙業(01812.HK)的公司業務中,白咭紙其佔收入約23%,故此有望會有短線週期上漲。目標價幾多?聽下Jason點講啦!

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