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《類股》正新強漲,橡膠指數創新高
Apr 3rd 2014, 05:10

《類股》正新強漲,橡膠指數創新高
2014/04/03 13:10時報資訊

【時報記者江俞庭台北報導】橡膠指數受到正新 (2105) 大漲,早盤一度勁揚逾3%,觸及437.69點,創下歷史新高水準。

正新今年股東會將改選董監事,提前引爆董監事改選題材,本業的部分,正新先前公布去年第四季獲利優於預期,外資也看好將受惠新增產能,以及原料售價持續疲軟,稼動率也可望優於去年,紛紛獲得外資調升目標價,包括巴克萊由88.4元調升至95.7元,瑞信則調升目標價由97.5元升至102元。

正新早盤股價大漲4.3%,觸及91元,創近7個月新高;建大 (2106) 、鑫永銓 (2114) 、南港 (2101) 、華豐 (2109) 漲幅都在1%以上,成為盤面漲幅最大族群。

正新預計於4月8日召開法說會,聚焦東南亞建廠布局計劃,以及未來輪胎市場展望。

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