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《大行報告》里昂下調潤泥(01313.HK)目標價至7.5元 評級「買入」
阿思達克 03-09 15:40
里昂發表研究報告,維持華潤水泥(01313.HK)「買入」評級,目標價由10.37元下調至7.5元,並下調2021年至2023財年盈測介乎4至7%,以反映淡季價格下降趨勢。 該行指,受惠於經濟穩定政策,及華南地區的強勁需求,預計潤泥短期內走勢良好。而供應方面,即使今年或被委託僅1,200萬公噸產能,但因廣東和廣西於未來今年淡季時段投入生產,故其影響有限。 里昂提及,即使政府努力穩定大宗商品價格,惟暫未能見到煤炭價格將會下跌,又預計生產成本會繼續按年增長,並生產成本上升將抵銷2022年初水泥價格上漲帶來的好處,最終令單位毛利復甦有限。
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