《大行报告》瑞信升鞍钢(00347.HK)评级至「中性」 目标价上调至4.5元
瑞信发表研究报告指,鞍钢股份(00347.HK)去年业绩对办,纯利按年升10.7%,意味去年末季纯利按年大升逾9倍至6.53亿元人民币;主因汽车、家电和机械制造需求强劲,推高CRC钢及HRC钢材价格及销量。考虑在更严厉环保措施下,需求具韧性及供应受抑制,投资评级由「跑输大市」上调至「中性」。
报告称,鞍钢今年首季初步业绩令市场惊喜,纯利料按年升362%至13.5亿元人民币。瑞信上调其今明两年盈测分别261%及232%,以反映钢价上升及销量预测;目标价相应由2.3元升至4.5元。
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