You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》美銀美林降馬鋼(00323.HK)目標價至3.8元 維持「中性」評級
阿思達克 09-04 10:41

美銀美林發表報告指,與馬鋼(00323.HK)管理層舉行了電話會議,除了原材料成本上升導致鋼廠毛利率下降外,集團今年上半年盈利下跌主因去年部分高爐及轉爐永久停產,及部分高爐進行大維修使產量下降。根據馬鋼管理層表示,此等大規模的維修通常每十年進行一次,而且年內有常規的中小程度維修亦屬正常。

為反映上半年業績表現疲弱,該行下調對馬鋼今明兩年每股盈利預測10%至11%,股份目標價由4元下降至3.8元。考慮及集團的產品組合多元化、毛利率具韌性,及該行對下半年房地產需求的謹慎看法,維持「中性」評級。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account