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大行評級|美銀:上調中國建材目標價至4.8港元 上調今明兩年業績預測
格隆匯 04-07 13:34
美銀證券報吿指,中國建材管理層預計今年預算資本支出318億元,目前正將更多資本支出從中國轉向海外市場。中建材在完成突尼斯項目收購後,國際水泥產能將達到350萬噸,並計劃到2025年底將海外產能目標設為1000萬噸,在其第十五個五年計劃期間可能達到3000萬噸。在新材料方面,玻璃纖維將通過美國的9.6萬噸產能和埃及的36萬噸產能,以及開拓東南亞市場,推動其國際增長。石膏板在坦桑尼亞和烏茲別克斯坦的利潤表現穩健。該行料中建材第一季淨利潤因銷量大幅減少而略有虧損。中建材3月中成功執行用於註銷的股票回購,永久減少約10%的股份數量。該行對中建材今明兩年業績預測上調10%及4%,並將目標價上調11%至4.8港元,維持“買入”評級。
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