《大行報告》花旗上調鞍鋼(00347.HK)目標價至7.7元 評級「買入」
花旗發表報告,指參與了鞍鋼(00347.HK)投資者會議,在考慮到上半年業績的增長和管理層的最新指引,包括下半年的減產和更高的利潤率假設等因素後,將2021財年至2022財年的盈利預測提高10%至45%。
H股目標價由7.4港元升至7.7港元,A股目標價由6.24元人民幣提高至6.53元人民幣,維持「買入」評級。
花旗指,鞍鋼制定了下半年的維護計劃,將確保全年的產量不超過2020年的水平。另外,鐵礦石價格將受到下半年鋼鐵減產的影響。而目前焦煤供應仍然緊張,但鞍鋼擁有90%的焦炭自給率。總體而言,下半年的成本應略有下降。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.