小摩：首予建滔积层板“增持”评级目标价65港元

同花顺09-23 13:49

摩根大通（JPM）发布研报称，首次覆盖建滔积层板（HK1888）(01888)，给予“增持”评级，目标价65港元，相当于2026及2027年预测市盈率21倍及13倍，对比过去10年平均12.5倍。该行指出，公司为全球最大常规覆铜面板(CCL)生产商，也是仅有两家拥有完整整合印刷电路板(PCB)材料供应链的公司之一，另一家为台湾南亚塑胶。该行指出，人工智能（885728）及一般服务器需求急增，令玻璃...

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小摩：首予建滔积层板“增持”评级 目标价65港元

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小摩：首予建滔积层板“增持”评级目标价65港元