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《大行報告》大摩下調海螺創業(00586.HK)目標價至43元 評級「增持」
阿思達克 07-07 09:58
摩根士丹利發表報告,考慮到海螺創業(00586.HK)的項目最新情況,略微提高了對其2021年、2022年和2023年的每股盈利預測各3%、2%及4%, 維持「增持」評級。

大摩指,將海螺創業目標價由45.22元下調至43元,主要原因是更新了海螺創業持有的安徽海螺水泥(00914.HK)和垃圾發電業務的目標價隱含市盈率。

該行又將海螺創業在「熊市」預測情況下的每股價值降低了14.4%至28.93元,反映了對其固體及危廢處理利用率和聯營公司收入增長率的更保守假設。

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