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《大行报告》高盛上调中建材(03323.HK)目标价至16元 维持「确信买入」名单内
阿思达克 03-29 14:06
高盛发表的研究报告指,中国建材(03323.HK)去年可持续盈利高於该行预测,主要受惠新材料业务,而水泥经营维持稳健,相信来年盈利可见性有改善,估计可维持现水平。而在水泥资产方面拨备看似减速,该行估计受惠减债努力,股份将获重估,维持「确信买入」名单内,目标价由14.8元升至16元。

该行指出公司去年净利126亿元人民币(下同),按年升14%,如撇除108亿元的一次性影响,可持续溢利为212亿元,较该行预期高31%,亦远高於市场预测,主要受惠新材料业务等带动,公司宣派末期息每股0.47元,意味派息比率32%,较2019年高五个百分点。(el/k) ~

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