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《大行报告》汇丰研究下调华润水泥(01313.HK)目标价至11元 评级「买入」
阿思达克 03-16 10:06
汇丰研究发表报告表示,华润水泥(01313.HK)去年第四季水泥和熟料销量按年升8.5%符预期,但税後净利按年下跌44%至16亿元,低於该行预期,主因每单位成本上升及有较大一次性支出。

报告又指,由於旅游限制,内地农历新年後的需求恢复速度比平常快,目前每日出货量基本上恢复了正常水平;更预期公司受惠於十四五规划。该行维持华润水泥「买入」评级,惟目标价由13元降至11元,以反映煤价上升拖累其盈利水平。

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