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《大行報告》大摩相信兗煤澳大利亞(03668.HK)股價15日內將升
阿思達克 08-18 11:27
摩根士丹利發表研究報告,預期在兗煤澳大利亞(03668.HK)的股價在未來15日內有超過80%機率會上升。雖然業績表現屬預期之內,但大摩指出期內股息及資產負債表出現顯著改善,為前景亦帶來顯著利好,中期派息比率達40%,股息收益率為10%。 考慮到煤炭價格上漲及銷售價格有延遲,該行預計兗煤澳洲下半年淨利潤將再創新高,達到28億元人民幣,較上半年增長 48%。大摩給予「與大市同步」評級,目標價32.21元,長期平均煤炭價格預測為每噸129美元。
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