《大行報告》花旗下調潤泥(01313.HK)目標價至8.1元 評級「買入」
花旗發表報告,將潤泥(01313.HK)目標價由9.1元下調至8.1元,維持評級「買入」。該公司維持按年持平的全年銷量指引,並預計基礎設施刺激措施將在三季度末開始生效。花旗預期,如果四季需求旺盛,每日平均出貨量可達29萬至32萬噸。
該行指,潤泥定價策略是在淡季保持價格穩定,並在旺季提價(通常從9月開始提價),由於煤炭成本的支撐,公司認為水泥價格的下行風險不大。
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