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.
野村:料水泥價將上漲 籲買入中國建材及海螺水泥H股
格隆匯 04-06 13:29

野村發表行業報告稱,由於新冠狀病毒疫情爆發,下游仍持續在復工復產,或會令第二季旺季效應不如往年明顯,惟從近期多間水泥公司公告可知,相信水泥及熟料價格在4月或清明節後將會上漲,對中國水泥板塊仍持樂觀看法,建議投資者應在第二季旺季前收集水泥股,估計長三角地區熟料價格上漲將對中國建材(3323.HK)及海螺水泥(0914.HK)特別有利。

該行認為,在疫情之下,中國水泥業屬防禦性板塊,原因是行業進出口影響不算很大,其次是可受惠於逆週期措施及擴大的刺激政策,以應對疫情影響。該行估計,中國政府或會發行2-4萬億元人民幣的特別國債,佔GDP的2-4%,有關款項料會用作財政支援基建開支方面。

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