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《大行報告》高盛降海螺水泥(00914.HK)評級至「沽售」 目標價下調至25.5元
阿思達克 08-30 11:10
高盛發表研報指,海螺水泥(00914.HK)上半年純利按年下跌33%,若撇除外匯等一次性損失,經常性淨利潤則按年跌34%,業績表現較該行預測低4%,主要是由於水泥單位利潤較低及營銷成本較高。 高盛將海螺水泥2022-24年盈利預測下調36%、45%及38%,表示維持對中國水泥行業的謹慎看法,預期供需前景持續大幅惡化,一方面規律供應面對挑戰,同時市場需求亦在萎縮。 該行認為海螺水泥目前股價與市場普遍預期,尚未將水泥利潤率下行風險考慮在內,預計未來水泥利潤率將遠低於近幾年水平,將評級從「中性」下調至「沽售」,目標價從40元降至25.5元。
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