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《大行報告》匯豐研究下調亞洲水泥(00743.HK)目標價至11.5元 評級「買入」
阿思達克 04-01 12:28
匯豐研究發表報告,引述亞洲水泥(00743.HK)在電話會議上的內容,指由於疫情對需求帶來不確定性,公司管理層希望保留更多現金,意外地將派息比率由40%削減至25%。派息比率將會在疫情過後回復至正常水平,而管理層不排除派發特別息的可能性。

另外,管理層預期江西及四川的需求將會在4月恢復正常。公司於湖北黃光的工廠在上周恢復營運,而武漢的工廠則有望在4月中復運。公司預期湖北的需求將在4月份達到正常水平的30%,並在5月份達到正常水平的70%,然後會在6月份完全恢復正常。

另外,公司預期今年首季的銷量下跌50%,第二季表現將持平。管理層預料上半年每噸毛利將會按年有所下跌,但及至下半年有望上升。該行維持公司「買入」投資評級,目標價由原來的14元下調至11.5元。

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