《大行報告》大摩下調華潤水泥(01313.HK)目標價至6元 評級「增持」
摩根士丹利發表報告,分別下調對華潤水泥(01313.HK)今年至後年的每噸毛利預測10%、20%及20%,以反映今年上半年情況以及第三季惡劣的天氣條件和低迷的建築需求可能導致價格疲軟。該行上調對其今年每股盈測12%,明後兩年則各降10%。
大摩對該股目標價由6.3元降至6元,評級「增持」。牛市情景目標預測下調約15%至7.5元,以反映相對溫和的預期需求復甦,尤其是來自房地產方面的需求。熊市情景(Bear Case)股價預測下調9%至3元,以反映建築需求疲軟時間延長的可能性。
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