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高盛:升金隅(2009.HK)评级至“买入” 目标价上调至3.1港元
格隆汇 09-02 15:32
高盛发表研究报告,指金隅(2009.HK) 上半年纯利为30.5亿元人民币,按年升26%,撇除一次性项目,预期经常性盈利为32.1亿元人民币,按年升35%,高于该行及市场预期,相信是因水泥盈利及物业发展分部胜预期,同时四大分部业务收入和毛利都有升幅。
基于估值吸引,该行将公司评级由“ 中性 ”升至“ 买入 ”,目标价由2.6港元升至3.1港元,以反映对今明两年纯利预期提升分别62%子24%。该行预期水泥利润将有所提升,需求稳健,部份地区生产纪律提升。
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