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《大行報告》里昂下調海螺水泥(00914.HK)目標價至22.7元 評級「跑輸大市」
阿思達克 10-31 15:24
里昂發表研究報告指,海螺水泥(00914.HK)首三季淨利潤按年下跌45%,符合預期,主要是由於淡季期間水泥需求疲軟、價格大幅下跌及煤炭成本高企所致,憧憬第四季需求將按年復甦,但預期復甦幅度不足以支持價格像去年同期升勢一般。 該行指,在煤價壓力持續的情況下,單位毛利上行空間有限,因此將2022至2024年盈利預測下調9%至13%,並將目標價從31.2元下調至22.7元,維持「跑輸大市」評級。 里昂表示,隨著惡劣天氣得以緩解,9月下旬水泥出貨量逐漸回升,雖然去年同期限電導致基數較低,令第四季需求可能按年回升,但出貨量預期仍比正常旺季低10%。
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