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Huaxin Cement Co., Ltd. (SHSE:600801) Stock's Been Sliding But Fundamentals Look Decent: Will The Market Correct The Share Price In The Future?
Hong Kong stocks movement | Cement stocks have widened their gains in the afternoon as cement companies in some regions have notified price increases. Capacity restriction policies are officially entering the implementation phase.
The cement stocks' gains expanded in the afternoon. As of the time of this report, CONCH CEMENT (00914) rose by 5.07%, selling at HKD 20.95; Huaxin Cement (06655) increased by 4.39%, priced at HKD 7.83; CR BLDG MAT TEC (01313) was up by 3.87%, at HKD 1.61; and WESTCHINACEMENT (02233) gained 3.05%, trading at HKD 1.69.
Research Reports – Zhongtai: Maintaining Huaxin Cement's "Buy" rating, with accelerated expansion in overseas cement Business.
Zhongtai's Research Reports indicate that Huaxin Cement (600801.SH) is setting sail again with its non-cement business and overseas expansion. After regional production cuts and price increases at the end of Q3 2024, prices in the Hubei and Yunnan regions have already achieved a certain degree of recovery. With the improvement of the supply-demand relationship in the Industry, the company's domestic cement profitability is expected to gradually recover. Looking ahead to 2025, the consensus on staggering peaks is expected to be further strengthened based on 2024, and Industry integration is likely to begin, with supply-side optimization expected to continue to reinforce. The company's overseas cement business is accelerating its expansion, aggregate production capacity is steadily being released, and the domestic cement price recovery is underway.
Here's Why Huaxin Cement (SHSE:600801) Has A Meaningful Debt Burden
CICC's outlook for the construction Industry in 2025: Seeking stability and progress.
Focus on the centrally-owned construction enterprises with relatively stable fundamentals, which benefit from the new regulations on debt reduction and Market Cap management.
The Five-year Loss for Huaxin Cement (SHSE:600801) Shareholders Likely Driven by Its Shrinking Earnings
