《大行報告》美銀證券料海螺水泥(00914.HK)降價屬暫時 估值合理重申「中性」評級
美銀證券發表報告指,儘管海螺水泥(00914.HK)的現貨毛利率已收縮至僅每噸50元至60元人民幣的範圍,但相信其現時的價格下調只屬暫時性,預期集團更為長期的毛利率會反彈至每噸80元至100元人民幣(2017年水平)。
該行對海螺水泥的基礎情境未變,重申對其股份「中性」評級及目標價6.5元,認為集團估值合理,並預料其毛利率將回復至歷史平均水平。
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