You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》匯豐研究上調煤炭股目標價 升兗煤(01171.HK)評級至「買入」
阿思達克 01-19 10:01
匯豐環球研究發表報告指,近期上調了對中國動力煤價格今明兩年的預測5%至12%,及海運價格6%至11%。由於中國多月來減少煤碳進口量及國內供應疲弱,令部分市場的電力短缺及發電廠缺煤,自去年11月中開始內地的動力煤飆升。

該行表示,雖然國家發改委尋求限制山西5500大卡煤價於每噸640元人民幣,但供需平衡緊張將現貨價格拉升至每噸逾900元人民幣。為反映更高的煤價假設,特別是去年第四季煤價高於預期,匯豐研究上調內地煤炭行業去年盈利預測4%,而中煤能源(01898.HK)今明兩年盈測升14%至22%,中國神華(01088.HK)升5%至10%,兗州煤業(01171.HK)則升25%至30%。

該行又上調煤炭股目標價,中煤H股由2.21元升至2.35元,評級維持「持有」;神華H股由15.61元升至16.9元,評級同樣維持「持有」;至於兗煤H股評級由「持有」上調至「買入」,目標價由6元升至7.35元。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account