《大行报告》高盛降中煤能源(01898.HK)评级至「沽售」 目标价升至2.8元
高盛发表研究报告,指中煤能源(01898.HK)去年纯利按年跌14%至53.5亿元人民币,胜该行预期5%,但逊市场预期2%,主要受惠非煤业务利润增加。中煤宣派息每股15.1分人民币,相当於派息比率扩6个百分点至33%。该行上调中煤今明两年盈测分别3%及2%,反映未来数年煤及煤化工业务稳定看法。
报告称,中煤H股本年至今跑赢主要内地煤炭同业16%至50%,现估值并不吸引,相当於明年预测市盈率6倍,接近历史区间上端。高盛降中煤投资评级由「中性」下调至「沽售」,目标价由2.6元升至2.8元。
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