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《大行報告》高盛升中煤(01898.HK)評級至「買入」 目標價上調至8.5元
高盛發表研究報告指,是中煤能源(01898.HK)(601898.SH)是內地最大的煤炭生產商之一,公司主要生產動力煤,供應電力、建材、鋼鐵、煤化工等終端市場。監於更長時期內較高的煤炭價格預期以及2021年至25年20%的自採銷量擴張,該行預計集團的盈利將持續強勁且具更高可見度。該行予中煤H股「買入」評級,認爲估值有吸引力;A股則予「中性」評級。 該行表示,由於成本上升,將集團2022至24年的盈測調整-7%至8%,以納入更高的基準煤炭價格和較低的煤化工毛利率。由於煤炭價格上漲,將中煤H股評級從「中性」上調至「買入」,並維持中煤A股評級,經修訂後的中煤H股目標價由7.8元上調至8.5元,A股則由9元人民幣升至10元人民幣。
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