研報掘金|華泰證券:上調華新水泥目標價至10.09港元 重申“買入”評級
華新水泥早前公佈,計劃以8.38億美元向Holcim收購Lafarge Africa的83.81%股權。華泰證券發表研究報吿指,認為收購計劃進一步彰顯了公司加大海外發展、完善國際化戰略的決心,有望進一步發揮公司逾10年來經營海外項目積累的經驗。該行看好2025年公司國內市場和海外發展形成共振,重申H股“買入”評級,上調H股目標價1.4%至10.09港元。
該行預期,國內水泥行業明年在供應方面有望逐步改善,國內水泥價格的中樞有望上升,公司國內外水泥業務有望在明年形成共振。該行維持華新水泥今年至2026年的每股盈利預測在1.04元、1.29元及1.35元不變。
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.