《大行報告》里昂下調中國聯塑(02128.HK)目標價至19.8元 評級「買入」
里昂發表報告指,中國聯塑(02128.HK)今年上半年核心盈利按年增長31.9%,稍遜於預期,主要由於支出增加,且物業及基建建築放緩,令管道的銷量較預期低。
該行認為,在新行業和產能擴張支持下,政府融資的加快或會推動下半年基建需求。同時,管道業務毛利率保持穩定,顯示集團有強大的定價能力,可轉嫁成本上升。
里昂下調中國聯塑股份目標價,由22.2元降至19.8元,評級維持「買入」。
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