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《大行报告》高盛升中铝(02600.HK)评级至「买入」 上调宏桥(01378.HK)目标价至15元
阿思达克 03-09 12:09
高盛发表研究报告指,随着该行环球商品团队近期上调LME铝价预测,该行上调上期所2021至2023年铝价预测17%至32%。该行相应上调中国宏桥(01378.HK)及中国铝业(02600.HK)盈测,并上调宏桥目标价至15元,中铝H股目标价上调至4.7元。

该行对中铝看法更趋乐观,料高铝价将维持更长时间,推动盈利向上。高盛偏好宏桥多於中铝。维持宏桥「买入」评级,并升中铝评级至「买入」。

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