《大行報告》花旗下調潤泥(01313.HK)目標價至9.2元 評級「買入」
花旗表示,華潤水泥(01313.HK)昨日舉行2021年業績發布會,純利去年按年下跌13%至77.7億元,較市場及該行共識低2%及4%,意味去年第四季度純利按年增57%至24.5億元。末期息派每股0.28元,全年派息0.52元,派息比率46.7%,將潤泥目標價由9.9元下調至9.2元。
花旗認為,水泥需求未來數個季度將會改善,市場低估水泥企業強大的定價能力,潤泥估值已反映最壞情況下的需求前景,維持「買入」評級。
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