《大行报告》瑞银:兖煤(01171.HK)派特股息令股东回报达14厘 料盈利能力改善
瑞银发表报告表示,兖州煤业(01171.HK)去年度税後纯利按年下跌33%至63亿元人民币,达到该行预测之84%;公司派末期息0.6元人民币及特别股息0.4元人民币,相当於股息收益率达14%。
报告又指,公司预期今年自产煤销售为1.1亿吨,相对於该行预测为1.12亿吨,以及煤化工产品销售为592万吨。该行预期,市场对兖煤之胜预期股息反应正面,考虑到今年首季煤价持续高企及公司成本下降的因素,预期公司盈利能力进一步改善,维持其「买入」评级及目标价9.7元。
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