《大行報告》匯豐研究上調海螺創業(00586.HK)目標價至44元 評級「買入」
匯豐環球研究發表報告指,海螺創業(00586.HK)上半年純利按年增長10%至35億元人民幣。撇除海螺水泥(00914.HK)的盈利貢獻,核心盈利為5.58億元人民幣,按年上升30%,較該行預期為低,主因疫情導致新項目建設延遲,以及工業廢物處理量下跌。
該行表示,雖然受疫情影響,但海螺創業預期下半年的建設進度,以及廢物處理量會有強勁提升。而集團今年計劃的新增產能僅輕微下降,五年產能目標仍維持不變。
匯豐研究上調海螺創業股份目標價,由41元升至44元,評級維持「買入」,並上調集團今年至2022年盈利預測3%至14%。
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