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《大行報告》中金:兗礦能源(01171.HK)季業符預期 看好海外煤炭業務盈利前景
中金髮表報告,指兗礦能源(01171.HK)首季業績符合預期,看好海外煤炭業務盈利前景。 報告指,首季澳洲紐卡斯爾6,000大卡動力煤離岸均價按年升212%,澳洲風景煤礦主焦煤離岸均價按年升287%。考慮到海外煤炭供需短期仍偏緊,該行認爲海外煤價有望保持偏高水平運行,看好公司海外煤炭業務盈利繼續釋放。 中金指,目前兗礦能源的H股股價對應今明兩年預測市盈率分別爲3.6倍和3.8倍。維持H股「跑贏行業」評級,目標價不變仍爲31元,相當於H股今明兩年預測市盈率分別爲5倍和5.2倍。
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