《大行報告》摩通下調海螺創業(00586.HK)目標價至41元 評級「增持」
摩根大通發表報告指,海螺創業(00586.HK)股價年初至今下跌18%,對比同期國指為下跌6%,跑輸指數12%,主要由於市場對水泥行業前景悲觀。不過,其環境業務盈利料會穩健,因業務營運能力年初至今增加了約20%。
該行預期,水泥價格在今年下半年會逐步復甦,加上環境業務盈利穩固,及分拆危廢業務有更多的公布,因此維持對海螺創業股份「增持」評級,但目標價由46元降至41元,下調今年至2023年盈利預測1%至3%,以反映水泥價格疲弱使海螺水泥(00914.HK)的盈利貢獻減少。
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