No Data
Hong Kong stock concept tracking | In November, cement manufacturing prices increased by 6.2% month-on-month. Institutions are bullish on the valuation repair at the cement inflection point (including concept stocks).
National Bureau of Statistics: In November, the manufacturing price of cement rose by 6.2% compared to the previous month.
Anhui Conch Cement Company Limited's (HKG:914) Largest Shareholders Are Retail Investors With 38% Ownership, Private Companies Own 37%
Morgan Stanley: Upgrades conch cement (00914) to a "shareholding" rating with the target price raised to 24.5 Hong Kong dollars.
Morgan Stanley has lowered its earnings per share forecast for conch cement to 1.66 yuan, 2.11 yuan, and 2.09 yuan for 2024 to 2026.
Anhui Conch Cement Reports Decline in Q3 Earnings
Citic sec consumer building materials 2025 investment strategy: Profit margin and valuation level usher in mean reversion.
With the policy of "promoting the stabilization of the real estate market" as the core goal, achieving this goal is of great significance for the valuation repair of the consumer building materials sector.
Hong Kong stocks are moving differently | Cement stocks are among the top gainers as the cement prices continued to rise year-on-year and month-on-month in October. Institutions claim that there is still significant room for recovery in cement PB.
Cement stocks have increased significantly. As of the time of writing, cnbm (03323) rose by 7.96%, trading at 3.39 HKD; bbmg corporation (02009) increased by 6.33%, trading at 0.84 HKD; conch cement (00914) went up by 5.35%, trading at 21.65 HKD; huaxin cement (06655) increased by 3.31%, trading at 7.8 HKD; westchinacement (02233) rose by 3.13%, trading at 1.32 HKD.
No Data
