野村：重申华润水泥“买入”评级 目标价升至14元
© Reuters. 野村：重申华润水泥（01313）“买入”评级 目标价升至14元
智通财经APP获悉，野村发表研究报告指，华润水泥 (HK:1313) 第三季水泥出货量增加，营运支出比率下降以及所得税降低，业绩表现强劲。将公司目标价由13.5元升至14元，重申“买入”评级。
野村表示，华润水泥第三季净利润同比增长58%至３２亿元，超出该行预期；收入也强劲增长，相信是由于降雨减少，在有利的天气条件下，水泥出货量增加。
展望未来，管理层提到，虽然第四季价格上升的时间今年将会延迟，但升幅比去年大，因此第四季将属旺季。不过，该行指，由于高基数的影响，相信第四季盈利将会出现下跌，预期按年跌6%，按季跌19%。
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