You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
汇丰研究下调亚泥(0743.HK)目标价至12港元评级“持有”
格隆汇 08-08 15:22

汇丰研究报告指出,亚泥(00743.HK)次季盈利按年增45%,符合预期。基於成本下跌,次季每吨水泥利润186元人民币,胜预期,料下半年每吨利润按年继续上升,并预期第三季及第四季盈利增长分别达到27%及8%。

该行指,虽然集团股价自7月初高位已回落逾25%,但该行注意到仍有不少因素令股价受压,当中包括近期欠缺基建投资;未来数年,在产能转化计划下会有更多新供应;以及32.5R强度等级水泥对市场影响有限。该行将集团目标价由13港元下调至12港元,尽管股价仍有13%上行空间,及股息率达9%,属吸引水平,但仍维持评级“持有”

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account