You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》美銀證券下調華潤水泥(01313.HK)目標價至2.8元 評級「中性」
阿思達克 08-24 10:09
美銀證券發表評級報告指,即使9月份交付量或因季節性而回升,華潤水泥(01313.HK)表示7、8月日均銷售達20萬噸,意味著近期庫存比例相對地健康達66%,展現價格下調的壓力有限。 展望未來,管理層預料9月份需求顯著回升,因今年首七個月地方政府發行特別債券,僅佔全年限額的66%,故密集地發行新債的情況或於第三季內出現,根據以往經驗,實際的建設需求應該很快會出現。 該行指,公司指引全年銷量按年跌7%至約7,000萬噸,下半年利潤率回升,主要是成本減少。該行預料,公司今年及明年銷量增長為降9.4%及升4.6%,將其目標價由3.3元下調至2.8元,維持「中性」評級。(ca/u) ~
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account