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《大行報告》里昂下調中國建材(03323.HK)目標價至5.4元 評級「買入」
阿思達克 08-29 10:45
里昂發表報告指,中國建材(03323.HK)上半年淨利潤按年下降75%,符合預期,水泥需求不穩定令水泥銷量和單位毛利表現受壓。另一方面,新材料業務實現6%銷量增長,並在收入和利潤方面貢獻增加。 該行將中國建材今年至後年盈利預測下調22%至69%,以反映不穩定的需求和較低的單位毛利,並將目標價由7.2元下調至5.4元。不過,由於潛在的政策決定、即將到來的旺季和目前的低估值,行業情緒可能會有所改善,維持「買入」評級。
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