《大行報告》瑞信上調兗礦能源(01171.HK)目標價至18.2元 評級「跑輸大市」
瑞信發表報告指,兗礦能源(01171.HK)公佈今年首季按中國會計準則純利爲67億元人民幣,按年增長197%。公司稱盈利增長主因煤價走高,及有效控制成本。
該行將兗礦能源今年至2024年盈利預測調升約16%,反映煤炭產品均價的假設提高。由於內地在疫情封城下經濟增長預期更爲疲弱,加上對需求的憂慮,瑞信將集團估值倍數降低,不過H股目標價由17.9元上調至18.2元,評級維持「跑輸大市」。
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