（吉隆坡22日訊）國內多項大型工程將支撐洋灰需求，但分析員憂慮新增產能湧現，恐加劇領域削價戰戰況，進而稀釋拉法基馬（LAFMSIA,3794,主板工業產品組）賺益，下調今明兩年財測16.7%和1%。
豐隆研究表示，在大型基礎建設工程支撐下，市場對洋灰的需求料企穩，但市場可能需時消化楊忠禮洋灰和謙工業（HUMEIND,5000,主板工業產品組）新增產能，預見洋灰市場削價戰將日趨激烈。
“不過，以礦業暨商品巨擘嘉能可（Glencore）和Tohoku電力公司常年煤炭定價比往年為低來看，我們相信佔拉法基馬生產成本三分之一的煤炭成本將持續低廉。”
豐隆研究說：“整體來看，雖然拉法基馬強勁資產負債表及長期需求前景正面令人垂青，但估值昂貴和缺乏短期重估利多將抑制股價上漲空間，因此我們維持其｀守住’評級，目標價則調低至8令吉46仙。”（星洲日報／財經）
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CS Tan
4.9 / 5.0
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
