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《大行报告》瑞信上调鞍钢(00347.HK)目标价至5.2元 评级「中性」
阿思达克 04-30 10:54
瑞信发表研究报告,指鞍钢(00347.HK)首季表现符预期,盈利增长主要由钢价和销售带动,维持「中性」评级,目标价由4.5元升至5.2元,调升2021至23年盈利预期分别6.2%、6.3%及8.3%,以反映最新的钢价预测。

该行预期,短期钢价有下行压力,主因淡季需求放慢,供应亦见改善,预期税务优惠亦见减少,是短期负面因素,但如果2,000万吨的减产目标可以实施,料钢价下半年有上行空间。

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