匯豐研究:升潤泥(1313.HK)目標價至9.4港元 評級“買入”
匯豐研究發表研究報告指,潤泥(01313.HK)受惠銷售量高於預期,故第三季業績勝該行預測。預計直至明年1月初,仍見到強勁的旺季需求。該行維持華潤水泥評級“買入”,將2019年至2021年每股基本盈利預測調高5%、4%及4%,分別為1.12元、1.1元及1.03元,並將標價由9.2港元升至9.4港元。
報告指,廣東及廣西水泥價格在9月初開始的旺季已加價三次,而現時水泥庫存水平仍低於上年度同期,潤泥的目標是儘可能維持現價,但亦不排除若需求持續強勁及庫存緊張下,將會再加價一次,特別是廣西地區,水泥價格相對其他地區較便宜。
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