【大行评级|高盛:上调海螺水泥目标价至29港元 续列确信买入名单内】高盛发表研报,将海螺水泥2025至2026年的盈利预测上调4%至8%,以反映较预期优胜的营销开支,惟被海外市场及骨料盈测下调所部分抵销,该行并维持对其内地市场单位毛利预测。该行预期随,着基建市场复苏,推动建筑活动改善,海螺水泥今年利润率扩张前景将更明朗,预测今年单位毛利将达到每吨86元,高于去年的每吨59元,以及该行估算现货单位毛利70元。该行维持对海螺水泥H股“买入”评级,续列确信买入名单内,目标价从27港元上调至29港元。

金融界
26 Mar
高盛发表研报,将海螺水泥2025至2026年的盈利预测上调4%至8%,以反映较预期优胜的营销开支,惟被海外市场及骨料盈测下调所部分抵销,该行并维持对其内地市场单位毛利预测。该行预期随,着基建市场复苏,推动建筑活动改善,海螺水泥今年利润率扩张前景将更明朗,预测今年单位毛利将达到每吨86元,高于去年的每吨59元,以及该行估算现货单位毛利70元。该行维持对海螺水泥H股“买入”评级,续列确信买入名单内,目标价从27港元上调至29港元。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10