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《大行報告》匯豐研究上調神華(01088.HK)目標價至26元 評級「持有」
阿思達克 06-08 10:18
匯豐發表評級報告表示,隨着放寬封城措施,加上臨近電力需求最高的夏季時期,相信商業活動將迅速恢復正常,料神華(01088.HK)今年第三季動力媒需求將會按季改善。儘管首四月動力煤需求按年增長減弱至1%左右,但強勁的動力煤定價繼續提升煤礦商擴大產量的動力。基於未來幾個月供需可能會擴大,預計第二季度煤炭日產量將保持在1,200萬噸以上。 該行將神華今年盈利預測上調14%,較市場預測高於7%,同時將明年盈利預測上調1%,較市場預測低28%,目標價由21.6元上調至26元,維持其評級爲「持有」。(ca/k) ~
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