《大行報告》瑞信下調兗礦能源(01171.HK)目標價至30.9元 評級「跑贏大市」
瑞信發表報告指,兗礦能源(01171.HK)首季純利按年下跌15%,符合預期,主要受兗煤澳洲產量下降,以及煤化工板塊表現疲軟影響。
該行將兗礦今明兩年盈利預測分別降低30.5%和34.9%,以反映煤炭價格假設降低。目標價由32元降至30.9元,維持「跑贏大市」評級,預計新的資產注入將為集團的長期盈利能力和股價提供支持。
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