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《大行報告》里昂下調潤泥(01313.HK)目標價至3.1元 評級「跑贏大市」
阿思達克 08-21 10:45
里昂發表報告,指華潤水泥(01313.HK)上半年淨利潤按年降66%至6.21億元,符合預期,主要由於需求疲軟和銷售均價下滑。次季銷量為1,720萬噸,較去年同期下跌12%。 該行預計,由於需求疲軟和庫存高企導致價格下滑,第三季單位毛利將進一步按年下降,但考慮到潛在的政策和目前估值低,行業情緒可能會有所改善。該行將潤泥今年至後年盈利預測下調48%至61%,以反映需求疲弱和單位毛利下降,並將目標價由3.9元下調至3.1元,維持「跑贏大市」評級。
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