《大行報告》大摩相信首鋼資源(00639.HK)股價60日內將升
摩根士丹利發表技術意見報告,相信首鋼資源(00639.HK)股價60日內將升,發生機率80%以上。該行予首鋼資源目標價3.79元,評級「增持」。
大摩預計近期國內焦煤價格將上行,原因是9月24日盤江股份(600395.SH)旗下年產能310萬噸的貴州山腳樹煤礦發生重大事故後停產。根據公告,公司已實施礦山檢查,該行認為將導致產量中斷。而該行對當地生產商的調查顯示,當區所有煤礦都已暫停營運。
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