《大行报告》汇丰研究上调中建材(03323.HK)目标价至11.6元 评级「持有」
汇丰环球研究发表报告指,中建材(03323.HK)去年第四季盈利表现符预期,水泥业务毛利率表现逊预期,但获一次性收益所抵销。管理层预期,今年水泥销量将持平,并相信拨备损失将收窄,基於相关因素,该行上调中建材目标价,自11.2元上调至11.6元,维持「持有」评级,因公司正在进行重大企业重组,市场可能会对潜在的延误或对原始计划的任何更改做出负面反应。
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