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《大行報告》瑞信上調中煤能源(01898.HK)目標價至4.3元 評級「跑輸大市」
瑞信發表報告指,中煤能源(01898.HK)去年盈利錄147億元人民幣,按年增長174.8%,上升主要由於煤價及銷量提高。 報告稱,長遠而言,料在擴產下煤價見下行壓力。爲保障煤炭供應,內地自去年4月起增加每年約5億噸產能,在去年11月至12月,煤炭日均產量約1,269萬噸。今年國家發改委再宣佈增加每年3億噸產能,要求煤企將日生產出增加至約1,260萬噸。 瑞信上調中煤能源股份目標價,由3.5元升至4.3元,評級維持「跑輸大市」,並調升集團今明兩年盈利預測分別18%及10%,以反映銷量及均價預測提高。
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