《大行報告》中金料內地煤價下半年續高企 升兗煤(01171.HK)目標價至16元
中金發表報告指,兗煤(01171.HK)今年上半年收入按年增長21%至426.7億元人民幣,純利則按年升38%至62.8億元人民幣,而持續純利增104%至60.7億元人民幣,符合該行預期,盈利增長主要由於煤化工產品的表現良好。
該行表示,集團上半年自產煤銷售均價按年增長24%至每噸534元人民幣,單計第二季則按年增7.9%及按季升22.1%,相信煤價會持續在高位,主因冬季本地煤炭採購、鋼鐵焦化廠補充庫存的需要,及海外經濟復甦令煤炭需求上升。
中金上調兗煤今年盈利預測74%至149.6億元人民幣,明年則升72%至150.2億元人民幣,H股目標價相應調升60%至16元,維持「中性」評級。
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