花旗:重申海螺水泥(0914.HK)“買入”評級 目標價升至58港元
海螺水泥(0914.HK)第三季度淨利潤85.6億元人民幣,盈利超預期,中金及花旗雙雙上調其盈利預測。其中,中金指出,現時華東地區景氣度高、漲價節奏超過市場此前預期,上調其四季度盈利預測,有望同比正增長,盈利或創歷史新高。同時,將2019年每股純利預測上調3.9%、2020年上調8.3%,以反映銷量預測上調。該行維持對其“跑贏行業”評級,A股目標價維持48元人民幣;H股目標價維持57港元。
花旗則表示,海螺水泥第三季度盈利較其預測高出11%,因公司銷售強勁、成本降低,將公司2019-2021年盈利預測上調4%-6%,重申“買入”評級,將目標價由57港元上調至58港元。
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.