《大行报告》瑞银上调润泥(01313.HK)目标价至13元 评级「买入」
瑞银发表报告指,华润水泥(01313.HK)今年第二季业绩较预期为强,其中自产水泥及熟料量按年增长10%,每吨毛利上升6%,季度纯利亦按年增长35.1%。
该行表示,虽然集团股价在业绩公布後已持续上升了10%,不过由於其销量稳固,及下半年水泥价格具韧性,相信股价仍有进一步上升空间。
瑞银上调润泥2020至2022年每股盈测介乎4%至6%,目标价相应由12.3元升至13元,评级维持「买入」,预期集团下半年盈利表现稳固,自产水泥及熟料每吨毛利可按年增长7%。
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