《大行報告》建銀國際升中鋁(02600.HK)目標價至5.1元 上調盈測
建銀國際發表報告指,中鋁(02600.HK)第三季純利按年升105%至19億元人民幣,收入按年跌21%;首九個月純利幾乎按年持平至53億元人民幣,達該行對全年純利預測的95%。
該行指,隨著西南地區尤其是雲南冶煉廠恢復生產,集團公布鋁產量季增22%,年增73%至1.87噸。由於公司近四成產能位於內地的西南地區,並因使用水電,電力成本較低,故預料其單位冶煉成本仍有進一步下降的空間,從而提升未來盈利能力。
該行將公司今年、明年及2025年盈利預測上調20%、4%及20%,即分別達67億元人民幣、81億元人民幣及91億元人民幣。該行將其目標價由4.7元上調至5.1元,維持評級「跑贏大市」。(ca/k)
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