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《大行報告》高盛上調俄鋁(00486.HK)目標價至10.2元 評級「買入」
阿思達克 11-11 10:32
高盛發表報告,更新對俄鋁(00486.HK)的預測,以反映今年第三季的經營業績、取消鋁合金出口關稅等,其中今年EBITDA預測因取消鋁合金出口關稅而調升12%,明年EBITDA預測則由於首季去庫存而調高6%。 該行同時將俄鋁股份目標價由10元輕微上調至10.2元,評級維持「買入」,並應用其鋁業務預測明年至2023年企業對EBITDA倍數1.1倍爲估值基礎;並計入其所持俄羅斯最大礦業冶金公司Nornickel的28%權益,並有35%控股公司折讓。
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