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高盛:升鞍钢(0347.HK)评级至“买入” 目标价上调至4.5港元
格隆汇 09-03 10:45

高盛发表报告表示,鞍钢(00347.HK)今年上半年纯利跌68%至14.25亿人民币,撇除一次性项目後纯利跌70%至13.19亿元人民币,业绩略逊预期。

该行表示,调整对鞍钢于2019至2021年盈利预期,分别升4%、16%及-4%,以反映更高的单位利润,成本压力放松,及稳定的利润前景,目标价由4.4港元升至4.5港元,将投资评级由“中性”升至“买入”

高盛称,虽然需求维持积弱,但未来数月料可见稳定,预期鞍钢下半年单位毛利在每吨432元人民币,抵销原材料成本上升,预期今明两年毛利分别为每吨431及463元人民币。

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