《大行報告》美銀證券下調鞍鋼(00347.HK)目標價至4.4元 評級「買入」
美銀證券表示,鞍鋼(00347.HK)首季純利14.82億人民幣,按年跌1%,略高於預期。展望第二季,由於需求受封城影響,會有較高營運壓力,加上去年次季基數高,料產量按年計會下跌,毛利率亦會因原材料上升而受壓。該行下調鞍鋼今年盈利預測25%至52億元人民幣,每噸毛利下調14%至400元人民幣。基於0.55倍市賬率,目標價由4.6元下調至4.4元。評級「買入」。
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