《大行報告》美銀證券下調海螺水泥(00914.HK)目標價至56元 評級「買入」
美銀證券發表報告表示,海螺水泥(00914.HK)今年首季純利按年上升18%至58億元人民幣,較2019年同期下跌4%,低於市場及該行預期;集團水泥及熟料銷量按年升40%,較2019年同期亦升13%,不過水泥每噸利潤下跌拖累盈利表現。
報告又指,公司對今年度業務前景感審慎,但近來水泥價格有上升的趨勢,因此預期第二季利潤將會受煤價影響較小。基於較為疲弱的首季業績,該行將海螺水泥今年度盈利預測下調11%,目標價由68元降至56元,維持「買入」評級。
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