鞍钢(00347.HK)逆弹近13%成交急增 料上季盈利大增获瑞信升价至2.3元
鞍钢(00347.HK)预计第三季纯利按年急增近1.8倍至约8.25亿人民币,瑞信随即上调鞍钢目标价至2.3元,以反映第三季业绩胜预期。该股今天逆大市及同业升破四条移动平均线(2.08-2.18元),最高见2.3元,暂受制牛熊线(2.38元),现造2.25元,急弹12.5%,成交急增至2,406万股,为近三个月最多,涉资5,340万元;鞍钢A股也逆升逾2%报2.68元人民币。
瑞信指,鞍钢料第三季盈利按年急增1.78倍至8.25亿元人民币优於预期,主因是钢铁价格上升,尤其是冷轧钢产品因为汽车销售复苏而需求增加。该行将鞍钢未来三年盈利预测分别上调46%/44%/40%,同时将鞍钢H股目标价由2.2元上调至2.3元,维持「中性」评级。
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