《大行報告》大摩上調海螺水泥(00914.HK)目標價至55元 評級「增持」
摩根士丹利發表報告,上調海螺水泥(00914.HK)目標價由51元升至55元,評級「增持」。而2022年和2023年的盈利預測亦各上調1%和2%。
大摩將海螺水泥2022年至2023年自產水泥和熟料的每噸毛利預測各提高4%,以反映價格實現情況好於預期以及去年實現的成本控制。但將2022年和2023年的水泥付運量預測各下調3%,以反映相對疲軟的建築需求,尤其是今年上半年。
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