《大行報告》花旗:中煤(01898.HK)首季業績預告勝預期 重申「買入」評級
花旗發表研究報告指,中煤能源(01898.HK)公佈首季業績預告,表現勝預期,其中淨利潤料按年增長74.6%至93%,按中國會計準則計則增長83.8%至103.2%,主要來自於主要產品價格和銷量處於高位、成本有效控制,以及聯營合營公司利潤貢獻增加。
該行指出,今年首季環渤海動力煤價格指數達到每噸742元人民幣,按年增長24%,而中煤1月至2月份產量按年增長4%,預期將受惠於平均售價及產量同時上升。
花旗重申對中煤「買入」評級,目標價8.3元,對應2021年市盈率約7倍。
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