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大行评级 | 瑞信:华润水泥(1313.HK)首三季业绩逊预期 降目标价至10港元
格隆汇 10-25 13:47
格隆汇10月25日丨瑞信发表研究报告,华润水泥(1313.HK)首三季业绩逊市场预期,期内纯利53亿港元,按年跌28.1%,单计第三季纯利按年跌48%至16.8亿港元,盈利倒退主要受限电和煤炭价格上涨影响。该行将其2021年盈利预测下调2.3%至85亿港元,以反映更高的煤炭成本、销量下跌及均价上升的预期等因素,目标价由10.5港元降至10港元, 维持“跑赢大市”评级。该股现报6.79港元,总市值474.14亿港元。
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