大行評級|美銀:上調華潤建材科技目標價至2.1港元 上調盈利預測
美銀證券發表報吿,華潤建材科技管理層預計,今年首兩季度水泥每噸毛利將顯著優於去年同期,受惠去年低基數。管理層稱1月水泥每噸毛利達40元以上,3至4月每噸毛利將更高,受惠近期價格上升及煤炭成本降低。該行指,在有關利潤水平下,市場供應紀律仍保持良好,因小型生產商缺乏搶佔更高市場份額的動力。該行預計公司水泥每噸毛利將在今年至2027年逐步恢復至約55至61元,相較去年每噸37元顯著扭轉。該行上調對公司今年至2027年盈利預測14%至26%,目標價由1.8港元上調至2.1港元,維持“買入”評級。
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