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《大行報告》匯豐研究下調馬鋼(00323.HK)目標價至3.6元 評級「買入」
阿思達克 03-28 12:18
匯豐環球研究發表報告指,馬鋼(00323.HK)去年業績表現強勁,主要是受到上半年盈利有顯著增長支持,全年純利按年上升170%。不過,由於下半年原材料成本開始上升,集團第四季錄得虧損12億元人民幣,毛利率僅2%。 匯豐研究下調馬鋼股份目標價,由3.8元降至3.6元,評級維持「買入」,並調低集團今明兩年盈利預測分別20%及15%。該行預期,馬鋼在其未來預測年份可維持派息比率於50%,意味H股股息收益率達10%至11%。
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