《大行報告》瑞信下調海螺水泥(00914.HK)目標價至60元 評級「跑贏大市」
瑞信發表報告稱,海螺水泥(00914.HK)上半年業績符合市場預期,半年盈利按年跌6.96%至149.5億元人民幣,認為盈利下滑是由於生產成本上升,第二季水泥價格及銷售下跌所致。瑞信下調海螺水泥2021年至2023年預測盈利8.1%至8.3%,將H股目標價由66元調低至60元,A股目標價由70元人民幣下調至64元人民幣。
然而,瑞信相信最差情況即將過去,海螺水泥保持淨現金水平,維持AH股「跑贏大市」評級。
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