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《大行報告》大摩相信兗礦能源(01171.HK)股價15日內將跑輸同業 評級「減持」
摩根士丹利發表技術意見報告表示,相信兗礦能源(01171.HK)股價15日內將跑輸同業,估計發生機率約70至80%。該行予兗礦能源「減持」評級及目標價21.15元。 該行指,兗礦能源發2022年度盈利預增公告,當中隱含去年第四季盈利為37億元人民幣(下同),對比去年第三季盈利為91億元及2021年第四季盈利為47億元。除了煤炭產量持續走低,業績亦將受到減值和其他一次性影響的拖累。同時,全年的稅前資產減值24億元可能會在第四季入賬,因為去年首三季的資產減值幾乎為零。
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