《大行報告》花旗上調中國建材(03323.HK)目標價至14.4元 評級「買入」
花旗發表研究報告,預期中國建材(03323.HK)將繼續近來重估,因公司於未來6-12個月的資產重組計劃,公司已採取正確步驟減輕資產負債表的槓桿比率,預期未來有可能為旗下天山建材配股,以進一步減輕債務。該行將目標價由9.7元升至14.4元,評級「買入」,維持其首選股地位。
該行預期注入天山水泥的資產約700億元人民幣,計及公司發行不超過30%股份的部份後,預期公司可以維持83%以上的持股,並將天山水泥成為最大的上市水泥公司。
該行又指,公司將於年內重組其玻璃纖維資產,同時預期公司會在未來數月推出股權激勵計劃,成公司另一催化劑。
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