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《AH報告》中銀國際維持安徽海螺H股持有評級,第三季成本急升 @ 2011-10-26T23: Back Hot News
Keyword:海螺
Concept:
花旗表示,海螺水泥第三季純利30億人民幣,每噸毛利128元人民幣。若公司減價的傳聞真確,每噸毛利已跌穿100元人民幣。該行認為,近期拋售是由於投資者擔心宏觀環境不穩。
《AH報告》中銀國際維持安徽海螺H股持有評級,第三季成本急升
有人歡喜有人憂,在五糧液等個股受到基金追捧之時,以海螺水泥為代表的個股慘遭基金減持,重倉這些個股的基金數銳減。三季報顯示,重倉海螺水泥的基金數從二季末的101只大幅下降到三季末的37只,可見基金減持力度之大。招商銀行、中國平安、青島海爾、蘇寧電器、美的電器、浦發銀行、瀘州老窖和格力電器等個股也被顯著減持,重倉這些個股的基金數不同程度減少。
華富新聞:海螺水泥(914)第三季多賺1.25倍 股價升3.05%

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