汇丰研究:下调港股中煤、神华及兖煤目标价 评级均维持“买入”
汇丰环球研究发表报告指,经下调对内地煤炭价格的假设并重新评估行业估值潜力后,降低对中资煤炭股目标价。该行认为,行业面对众多威胁,包括社会与公司治理(ESG)相关撤资计划、新型肺炎对中国及环球经济的负面影响,及政府政策倡议在能源组合中减少煤炭的占比。
汇丰研究,将中煤(1898.HK)目标价由5.2港元(下同)降至3.43元;神华(1088.HK) 目标价由28.7元降至19.45元;兖煤(1171.HK)目标价由11.2元降至8.59元,三企评级同样维持“买入”。另外,该行对行业2019年至2021年的盈利预测亦分别下调2%、10%及11%。
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