港股異動 | 俄鋁跌逾6% 前三季溢利同比跌47.1%
格隆匯11月8日丨俄鋁(0486.HK)現報3.4港元,跌6.34%,暫成交5389萬港元,最新總市值516.6億港元。俄鋁今晨發公告指,今年第三季度(倫敦金屬交易所)鋁價持續下跌,跌至平均每噸1761美元,創2016年底以來的低位,較上一年度第三季度每噸2056美元下跌14.3%。鋁價持續下跌令鋁價的變現溢價下跌而加劇,公司截至9月30日止三個月的收益同比下跌8.8%至72.22億美元,期內溢利8.19億美元,同比下跌47.1%;第三季度的EBITDA減少至2.37億美元,同比減少64.9%。瑞信曾予俄鋁“跑贏大市”評級,目標價5.3港元;高盛曾予其“買入”評級,目標價4.3港元。此外,鋁價方面,大摩認為鋁價正在“探底”,預計2020年鋁價在每噸1841美元;高盛則預計全球鋁供應今年有91.9萬噸的供應缺口,而明年供應將比需求多出30.4萬噸。
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