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《大行報告》匯豐研究上調海螺水泥(00914.HK)目標價至70元 首季業績符預期
阿思達克 04-28 14:04
匯豐研究發表報告,指海螺水泥(00914.HK)首季業績符預期,稅後淨利潤49億元人民幣,按年下跌19%,符合該行預期;而受疫情影響下,銷量按年下跌21%,每噸毛利為158元人民幣,高於去年水平7%。

該行認為,由於一些地區的需求已超過正常水平,相信被壓抑的需求已經開始釋放,料第二季是水泥利業的小旺季,而且今年下半年需求將比正常情況強勁,因為工程趕及年底前完成。該行上調其2021至2022年盈利預測各3%,目標價由67港元升至70港元,維持「買入」評級。

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