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东吴证券4月27日发布研报称,给予北新建材(000786.SZ)买入评级。评级理由主要包括:1)事件:公司发布2024年一季报;2)石膏板主业稳定发展,涂料、防水等两翼业务贡献逐步显现;3)毛利率稳中有升,并购子公司致期间费用有所增加;4)并购嘉宝莉致经营活动现金净流量改善。(每日经济新闻)

Dongwu Securities released a research report on April 27 stating that it gave Beijin Construction Materials (000786.SZ) a purchase rating. The main reasons for the rating include: 1) incident: the company released its 2024 quarterly report; 2) the main gy

Zhitong Finance ·  Apr 28 00:46
Dongwu Securities released a research report on April 27 stating that it gave Beijin Construction Materials (000786.SZ) a purchase rating. The main reasons for the rating include: 1) incident: the company released its 2024 quarterly report; 2) the main gypsum board business developed steadily, and contributions from both sides of the business, such as paint and waterproofing, gradually became apparent; 3) gross margin increased steadily, and expenses increased during the period due to the merger and acquisition of Gabriel; 4) the net cash flow from operating activities improved due to the merger and acquisition of Gabriel. (Mainichi Keizai Shimbun)

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