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《大行报告》摩通下调润泥(01313.HK)目标价至12元 评级「增持」
阿思达克 04-26 10:11
摩根大通发表报告表示,华润水泥(01313.HK)自去年第四季表现开始跑输大市,股价累跌19%,主因市场关注内房调控收紧会影响今年水泥市场需求以及缺少盈利增长潜力等因素。

报告又指,润泥今年首季纯利大致符预期,更相信本年至今房地产预售已大幅上涨,房地产拖累因素应已基本消除,因而带动润泥盈利增长势头逐步回升。该行轻微下调其今明两年盈测各约4%,以反映较低每吨毛利的预期,目标价由13.5元降至12元,予「增持」评级。

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