《大行報告》高盛升鞍鋼(00347.HK)評級至「買入」 目標價上調至4.5元
高盛發表報告表示,鞍鋼(00347.HK)今年上半年純利跌68%至14.25億人民幣,撇除一次性項目後純利跌70%至13.19億元人民幣,業績略遜預期。
該行表示,調整對鞍鋼於2019至2021年盈利預期,分別升4%、16%及-4%,以反映更高的單位利潤,成本壓力放鬆,及穩定的利潤前景,目標價由4.4元升至4.5元,將投資評級由「中性」升至「買入」。
高盛稱,雖然需求維持積弱,但未來數月料可見穩定,預期鞍鋼下半年單位毛利在每噸432元人民幣,抵銷原材料成本上升,預期今明兩年毛利分別為每噸431及463元人民幣。
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