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海螺水泥(00914.HK)曾回吐4%考驗20天線 首季少賺15%
阿思達克 04-29 11:30
海螺水泥(00914.HK)首季少賺15%,該股終止三連漲,今天跑輸同業,最多回吐4%至41.3元(守穩20天線41.2元),現報41.9元,回吐2.6%,成交376萬股;海螺A(600585.SH)扭兩連升,股價曾低見38.83元人民幣,半日收39.17元人民幣,回吐2.2%。 海螺昨天收市後公佈,按中國會計準則,今年首季純利按年倒退15%至49.3億元人民幣,總營收按年跌26%至254.6億元人民幣。 瑞信指海螺季績符預期,但由於疫情嚴控措施導致旺季建設活動停滯,料次季整體水泥需求上行空間有限,下調公司今明兩年盈測3.9%及4.4%,H股目標價微降至50元,重申「跑贏大市」評級。摩通績後下調海螺H股目標價至53元,但重申「增持」評級。
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