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《大行報告》大摩相信中建材(03323.HK)股價30日內將升 評級「增持」目標價12元
阿思達克 12-14 10:18
大摩發表報告,相信中建材(03323.HK)股價30日內將升,發生機率約70%至80%,予評級「增持」,目標價12元。 大摩指,中央經濟工作會議表示將穩增長作為明年的首要任務,並要求各級政府出台新的政策措施來支持增長,並指會適度超前開展基礎設施投資,預計能對水泥股起支持作用,因為市場之前預計明年由於房地產放緩,需求將會非常差。而中建材最近股價回調亦令短期估值更具吸引力。
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