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《大行报告》星展升中国建材(03323.HK)评级至「买入」 上调目标价至14元
阿思达克 09-03 11:16
星展发表报告表示,上调对中国建材(03323.HK)投资评级,由原来「持有」升至「买入」,上调对其目标价由10元升至14元,此相当预测今年市盈率9倍(此前予估值7倍)。

该行指,中国建材上半年业绩优预期,公司拟重组水泥资产,向附属A股新疆天山水泥(000877.SZ)出售若干水泥业务资产,可成内地最大型水泥生产商,并将可受惠重组的协同效应。

星展称,上调对中国建材2020年及2021纯利预测3%至9%,公司管理层承诺会减低债务及利息支出,冀至2022年净负债比回落至低於70%水平。

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