大行評級|中銀國際:上調華潤建材科技目標價至3.06港元 重申“買入”評級
中銀國際發表研究報告指,華潤建材科技去年淨利潤按年跌67%,但估算其核心盈利實際上按年增長37%。該行指,更重要的是,由於市場季節性需求良好和嚴格的市場產量控制,水泥和熟料的噸毛利去年第四季按季增長68%。
該行預計,2025年水泥和熟料單位利潤將改善,骨料產量將增長,該行料其今年核心盈利有望按年增長50%。該行將公司今明兩年盈利預測分別升11%及降8%,其目標價由原先2.38港元上調至3.06港元,重申其評級爲“買入”。
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