洋灰股领涨周期。这个趋势能否持续?
Hume Cement Industries Bhd 飙升 31%,以 52 周的 1.26 令吉收盘。
投资者对该公司报告强劲的第三季度收益持乐观态度。
Hume Cement 截至 2023 年 3 月 31 日的第三季度净利润从一年前的 190 万令吉增至 2700 万令吉,收入为 2.89 亿令吉,而去年同期为 1.918 亿令吉。
收入及盈利改善主要是由于洋灰零售价的调整及洋灰销售价值的提高。
截至 3 月 31 日止的九个月,Hume Cement 录得净利 1,940 万令吉,净亏损 180 万令吉,营业额分别为 7.51 亿令吉和 5.133 亿令吉。
该股表现良好,从 76 仙的低点升至目前的水平。
随着洋灰需求的回升,这种积极的情绪预计会持续下去。
除了 Hume,马来亚水泥有限公司也出现上升趋势,在 3 月 17 日上涨 7.3% 至 2.64 令吉。
但有人担心 Hume 的巨额债务水平为 6 亿 2400 万令吉,而总股本为 3 亿 6300 万令吉。
此外,当当地价格上涨时,洋灰行业存在产能过剩和廉价进口的问题。
从积极的方面来看,RHB Investment Bank Research 预计,由于中国放宽对 Covid-19 的限制以及加息周期进入尾声的预期,洋灰行业将看起来乐观。
因此,它预计来自基础材料行业的 Malayan Cement 的季度收益值得称道。
该研究机构预计马来亚水泥的盈利将受到持续的洋灰平均售价(ASP)和连续较低的生产成本的提振。
截至 3 月,持续的洋灰平均售价保持在 390 令吉/吨(环比 [MoM] 持平),这是由于当地洋灰生产商在煤炭价格飙升之前的滞后时间增加。
由于近期主要原材料价格大幅调整,即煤炭(约占总生产成本的 50%)今年迄今平均下跌 50%,RHB研究机构对洋灰行业持乐观态度。
它还预计西马行业整合后的运营效率可能会有所提高。
鉴于行业前景乐观,洋灰股股价的上行周期可能并非巧合。投资者可能会巩固此类股票的良好收益。
#HUMEIND#MCEMENT
https://xifu.my/OpinionsComment.aspx?BID=B02283628PBAA0D1
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