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《大行報告》大摩降海螺水泥(00914.HK)目標價至24.3元 下調盈測
阿思達克 12-06 10:33
摩根士丹利發表研究報告指,預期海螺水泥(00914.HK)2024年出貨量進一步溫和下降,並在2025年穩定下來,及考慮到房地產市場需求,而集團主要經營的華東地區市場競爭持續激烈,維持其2024及25年的出貨量預測,又將集團2023至25年自產水泥和熟料的每噸毛利預測分別下調11%、10%、1%,以反映市場競爭加劇下可能出現的降價。 該行表示,考慮到今年首九個月集團的實際情況、更新的水泥出貨量和毛利預測及預期營運費用,分別下調其2023至25年的盈利預測13%、10%、10%,並將H股目標價由25.9元下調至24.3元,評級「增持」。
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