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《大行報告》花旗料水泥股下半年繼續跑贏大市 海螺(00914.HK)短期有三個催化劑
花旗發表研究報告指,上半年水泥行業表現相對疲弱,上月初再將該板塊重新列入首選名單,相信下半年可繼續跑贏大市,認爲現時爲投資者買入好時機。 在建材礦業股中,花旗的首選股包括中國建材(03323.HK)、海螺水泥(00914.HK)、中國鋁業(02600.HK)、鞍鋼(00347.HK)及紫金礦業(02899.HK)。 該行解釋,看好海螺水泥主要由於三個短期因素,包括憧憬新主席上任爲下半年盈利表現帶來新氣象、潛在股權激勵計劃,以及上半年公司預告將在十四五期間在新能源領域投資200億元人民幣,給予目標價67.8元,評級「買入」。
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