《大行报告》高盛上调海螺水泥(00914.HK)目标价至46元评级「中性」_老虎社区_美港股上老虎

《大行报告》高盛上调海螺水泥(00914.HK)目标价至46元评级「中性」

阿思达克财经新闻2021-08-30

高盛发表报告称，由于水泥单位利润上升，撇除一次性项目影响，海螺水泥(00914.HK)上半年经常性纯利达151亿元人民币，胜该行预期20%，但低于市场预测10%，上调2012年2023年预测盈利介乎12%至28%，以反映自8月起供应更具纪律性后，单位利润展望改善。该行认为，虽然海螺夏季的水泥毛利跌至低于预期，但行业更多地区自主限产，令毛利从谷底回升。不过，煤价持续上升，预期毛利不大可能回复至...

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做时间朋友
·2021-08-30
还上调2012年小编你眼瞎呀
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