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研報掘金|中金:上調華潤建材科技目標價至2.5港元 維持“跑贏行業”評級
格隆匯 07-15 10:33

中金髮表報吿指,華潤建材科技發盈警,料今年上半年純利按年跌65%至75%,該行料公司上半年及次季純利約1.72億及2.01億元,按年跌70%及67%。該行指,公司受資金、競爭環境和雨水天氣等多方面影響,上半年盈利因此承壓。而華南地區水泥成功加價加上表現穩健,下半年盈利有望回升。同時該行亦指,骨料業務下半年的銷量及噸盈利貢獻有望改善,中期分紅能力有望增強。

中金公司維持華潤建材科技為其水泥板塊首選,分別上調公司今明兩年的盈測25.9%及57.3%至8.51億元及12.65億元,上調目標價29.5%至2.5港元,維持“跑贏行業”評級。

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