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瑞信:水泥價或見底回升 籲收集海螺水泥及華潤水泥
瑞信發表研究報吿指,該行覆蓋的中國水泥股自第二季以來跌約20%,並於昨日(2日)上升約9%,主要由於市場對下半年的基建投資加速。該行指,有關當局有意加強基建,或於今年底至下年初見效,或支持第四季投資增長加速。該行首選安徽海螺水泥(0914.HK)(600585.SH)及華潤水泥(1313.HK),又認為是時候收集相關股票。
瑞信指,煤價或於第三季見頂,加上部份地區的極端天氣,預料水泥價格短期內將見底,需求亦出現上升趨勢。該行續指,現時水泥板塊正於0.7倍市帳率交易,低於歷史平均值。
該行維持海螺水泥H股目標價66港元;維持華潤水泥目標價11.5港元;維持中國建材(3323.HK)目標價13港元。
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