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《大行報告》匯豐研究調整中國資源股目標價
匯豐環球研究發表報告指,大部分中國資源股已公布盈利預告及生產指引,該行料行業財務表現上不會有太多驚喜。
匯豐預期,投資者將更為關注企業的需求指引、產能擴張、節省成本能力及派息,並估計下月初舉行的全國兩會任何的刺激跡象,都會對資源股有正面作用。
匯豐研究維持對中國資源股的評級不變,但調整對股份的目標價(另見表),各子板塊中分別喜好天齊鋰業(09696.HK)、江西銅業(00358.HK)、中國宏橋(01378.HK)、海螺水泥(00914.HK)及馬鋼(00323.HK)。
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