You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》美銀證券下調華潤水泥(01313.HK)目標價至9元 評級「買入」
阿思達克 10-26 09:41
美銀證券發表報告指,與華潤水泥(01313.HK)舉行了投資者會議,管理層重申目前創紀錄的高毛利,足以抵銷單位固定成本上升及銷量減少40%有餘。 不過,該行表示集團目前無進一步加價的計劃,並希望保持價格穩定,以較高的價格開展明年。基於最新的價格,該行預期集團今年第四季的每噸毛利可達270元,主要是受惠於價格突然上升,和大量的低成本煤炭庫存。至於明年估計生產削減會成為常態,令銷量或較2020年高位下降5%。 美銀證券下調華潤水泥股份目標價,由10.8元降至9元,評級維持「買入」,並調低集團今年至2023年盈利預測分別14%、22%及23%,以反映需求及毛利展望走弱。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account