大行評級 | 瑞信:維持海螺水泥(0914.HK)跑贏大市評級 目標價降至56港元
格隆匯10月29日丨瑞信發表研究報告,指海螺水泥(0914.HK)首九個月純利按年跌9.5%至224億元人民幣,意味第三季純利按年跌14%至74億元人民幣,認爲主因煤價上升和“電荒”致銷量下跌影響。該行降海螺水泥今年盈測3%至320億元人民幣,維持對2022至2023年盈利預期不變,目標價由60港元降至56港元,維持“跑贏大市”評級。該股現報38.7港元,總市值2050.83億港元。
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