《大行》華泰證券升華新水泥(06655.HK)目標價至14.46元 次季盈利改善看好出海優勢
華泰證券研究報告指出,華新水泥(06655.HK)上半年收入及純利分別錄160.5億及11億元人民幣(下同),按年跌1.2%及增51.1%,純利符合業績預告。次季收入及純利分別按年降2.9%及升57.2%至各88.9億及8.7億元。華新水泥次季盈利改善,該行看好海外業務和非水泥業務的擴張帶動公司規模和盈利進一步增長,A股及H股均維持「買入」評級。
該行維持盈利預測,預計公司2025至2027年每股盈利分別為1.23億、1.50億及1.64億元,給予華新水泥A股目標價由原先17.71元升至19.43元;H股目標價由原先13.25港元升至14.46港元,相當於預測2025年市盈率10.7倍。該行看好公司在出海發展和節能降碳方面的優勢。
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