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《大行報告》美銀證券:中煤(01898.HK)中期盈喜遠勝市場預期 重申「買入」
阿思達克 07-15 15:24
美銀證券發表研究報告指,中煤能源(01898.HK)初步中期業績遠勝市場預期,但符該行預期;並意味次季除稅後純利介乎40.3億至48.9億元人民幣,按年升174%至223%,按季亦升0%至21%。該行相信強勁業績源於動力煤銷售均價估算按季升11%,焦煤現貨價按季升14%,以及煤化工產品按季升1%至11%;煤及煤化工產品銷售加快;自產煤單位成本按季持平;以及來自聯營及附屬的強勁投資收入。該行估算煤銷售均價每升1%,可提振其今年稅後純利2.2%。該行料市場對其預測有重大上行空間,估值吸引,重申「買入」,目標價5.8元。

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