潤泥(01313.HK)曾續挫8%創逾五年半低 上季純利急降98%遭匯豐削價至3元
華潤水泥(01313.HK)上季純利急降98%,匯豐績後削潤泥目標價27%至3元及重申「減持」評級;瑞信也削潤泥目標價31%至4元及下調公司未來三年每股盈測33%、23%和26%,以反映毛利率假設下降。該股五連跌,今早曾挫8.3%至2.98元創2017年初以來新低喘定,現報3.06元,續挫5.8%,成交增至1,791萬股。同業也普遍反覆受壓,尤其是亞洲水泥(00743.HK)續跌2.8%報3.09元。
潤泥昨天收市後公布,截至9月止第三季純利按年急降98%至3,292萬元,總營收按年跌24%至80.8億元,毛利按年跌83%至5.18億元。累計今年首三季純利按年跌65.4%至18.37億元,總營收按年降21.5%至241.96億元;毛利按年跌59%至38.2億元,綜合毛利率按年減少14.5個百分點至15.8%,主因是水泥產品生產成本增加、公司產品銷量下降及運輸成本由銷售及分銷費用重分類至銷售成本所致。
上季列賬基準除稅前利潤按年跌近42%至31.47億美元的匯控(00005.HK)午後跌幅擴大,最低見40.35元,現報40.7元,反覆跌3.3%,恆生(00011.HK)及中銀(02388.HK)也續跌逾3%尋底,拖累恆指午後曾再度倒跌,現報15,183,僅彈2點,總成交額1,049億元。
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