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《大行報告》美銀證券上調中國建材(03323.HK)評級至「買入」 目標價維持14元
阿思達克 08-24 10:01
美銀證券發表報告表示,自8月13日長三角第二輪熟料價格每噸上漲30元人民幣以來,華東地區水泥價格連續上漲,隨著降雨季節過去,水泥需求迅速回升至高位,並幫助清理庫存,顯著提高了生產者的信心。

該行認為旺季需求已正式開始,重申對下半年水泥需求的樂觀看法,而中國建材(03323.HK)在內地西南及西北地區業務比重分別為22%及15%,將受惠於西部地區水泥需求的增加。該行將中國建材評級由「中性」升至「買入」,指估值吸引,中建材過去數周股價回調約15%,現估值相當於今年預測市盈率約7.3倍,大幅落後同業的介乎8至9倍;並維持目標價為14元。

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