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《大行报告》高盛升中铝(02600.HK)评级至「买入」 上调中国宏桥(01378.HK)目标价至15元
阿思达克 03-15 14:16
高盛发表报告表示,基於该行将2021至2023年伦敦金属交易所(LME)铝价预测上调12%至31%,故将上海期货交易所(SHFE)铝价预测相应上调了17%至32%,因此调升中国宏桥(01378.HK)及中国铝业(02600.HK)的盈利预测及目标价。

该行维持中国宏桥目标价由9元升至15元,维持「买入」评级;将中国铝业由「沽售」上调至「买入」,H股目标价由2.5元升至4.7元。该行称,於铝业股中,较看好中国宏桥多於中国铝业,主因中国宏桥的盈利增长与铝价上涨更为一致。

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