《大行報告》大摩料海螺水泥(00914.HK)未來30天股價上升
摩根士丹利發表報告預料,海螺水泥(00914.HK)股價會在未來30日上升,給予評級「增持」,目標價看63元,主因該股在最近有獲利,短期估值更吸引,預料上述可能性達70%至80%機會發生。
大摩指,由於「能耗雙控」政策加上限電措施,即使在傳統旺季,水泥生產量仍然不高,同時下遊需求相對穩定,水泥庫存因此快速下降。結果目前水泥價格在華東、西南和華南地區均大幅上升,足夠抵銷煤價上升的壓力有餘。該行相信,在海螺水泥主要營運的地方,該些負面影響能夠受控,預期該公司能受惠於鄰近地區水泥供應緊張問題。
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