大行评级｜美银：予海螺水泥目标价20港元及“买入”评级首季业绩大致符合预期

格隆汇资讯04-29

美银证券的研究报告指，海螺水泥首季税后净利润按年跌41%至15亿元，每股收益为0.28元，虑到首季为典型的淡季，与市场预期大致相符。该行认为在需求疲软下，利润率略高于预期，但销售量明显下跌，对该行对公司全年销售预测跌2%构成风险，其目标价20港元，评级“买入”。报告指，水泥需求及价格传统上或会在农历新年后快速复苏，但自3月以来，情况出现了很大变化，水泥生产商的出货量和反应都显示需求复苏较慢，尤其是...

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大行评级｜美银：予海螺水泥目标价20港元及“买入”评级 首季业绩大致符合预期

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大行评级｜美银：予海螺水泥目标价20港元及“买入”评级首季业绩大致符合预期