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《大行报告》麦格理下调中铝(02600.HK)目标价至1.6元 评级「中性」
阿思达克 06-30 11:36
麦格理发表研究报告,降今年铝/氧化铝价格预期分别4%及9%,至每吨1,595美元及258美元,以反映对工业改革放松和需求呆滞的情况。而本地库存因采购活动恢复而跌至低於80万吨水平,但在短期内产能提升,和需求转弱的情况下,预期限制价格升幅,维持中铝(02600.HK)「中性」评级,目标价由1.7元降至1.6元。

该行降今明两年公司每股盈利预测分别10%及5%,以反映最新的价格预期,而基於预期铝土矿成本下行,2022年每股盈利预测则升9%。

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