《大行报告》摩通上调鞍钢(00347.HK)目标价至2.6元 评级「中性」
摩根大通发表报告指,鞍钢(00347.HK)今年第三季盈利表现强劲,纯利按年增长178%,主要是受惠於有效的成本控制。
该行相信,由於疫情及水灾导致的积压需求,集团在第四季的毛利率估计会有反弹,不过因高水平的生产及存货,毛利率的上升空间或有限。
摩通上调鞍钢股份目标价,由2.4元升至2.6元,评级维持「中性」,并调升集团今明两年盈利预测分别34%及5%。由於估值便宜,鞍钢为该行在钢铁行业的推荐股份。
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