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《大行報告》高盛上調中建材(03323.HK)目標價至16元 維持「確信買入」名單內
阿思達克 03-29 14:06
高盛發表的研究報告指,中國建材(03323.HK)去年可持續盈利高於該行預測,主要受惠新材料業務,而水泥經營維持穩健,相信來年盈利可見性有改善,估計可維持現水平。而在水泥資產方面撥備看似減速,該行估計受惠減債努力,股份將獲重估,維持「確信買入」名單內,目標價由14.8元升至16元。

該行指出公司去年淨利126億元人民幣(下同),按年升14%,如撇除108億元的一次性影響,可持續溢利為212億元,較該行預期高31%,亦遠高於市場預測,主要受惠新材料業務等帶動,公司宣派末期息每股0.47元,意味派息比率32%,較2019年高五個百分點。(el/k) ~

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