You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》高盛將俄鋁(00486.HK)納入CEEMEA焦點名單 評級「買入」
阿思達克 09-09 14:02
高盛發表研究報告,將俄鋁(00486.HK)納入中歐和東歐、中東和非洲地區(CEEMEA)的焦點名單,認為短期將出現股價催化劑,重申「買入」評級。 高盛指,其大宗商品團隊估計未來一年鋁價將上升約20%至每噸 3,200美元,比市場預期高出20%以上。推算鋁價每上升10%,俄鋁EBITDA將增長35%,該行預測2022年俄鋁EBITDA將按年升61%,預期較市場高47%,並估計EBITDA利潤率將增長6個百分點。 該行指出,俄鋁加快去槓桿,預計2022年中期淨債務對EBITDA比率將由今年6月的2.1倍降至10%,受強勁現金產生能力及EBITDA增長所帶動,相信公司或會以回購形式向股東提供額外回報,目標價維持於10元不變。
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.
uSMART
Wealth Growth Made Easy
Open Account