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《大行報告》里昂降中鋁(02600.HK)目標價至2.6元 評級「跑贏大市」
阿思達克 08-30 10:58

里昂發表報告指,中國鋁業(02600.HK)首七個月業務表現受到鋁業下游需求表現各異影響,其中汽車及能源板塊無需求增長,拖累房地產總落成面積帶來之需求增長的正面因素。該行指中國鋁價自6月至7月調整後,於8月見底。基於該行能源團隊對(石凡)土及鋁價預測等,下調中鋁今明兩年EBITDA預測分別1.9%及3.1%,目標價相應自3.1元下調至2.6元,維持「跑贏大市」評級。

該行指,自2018年1月以來中鋁股價已跑輸同期MSCI中國指數47%,認為現股價吸引,可收集作長線投資。

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