You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
大行評級|大和:上調中國神華H股評級至“跑贏大市” 目標價上調至40港元
大和發表研究報吿指,隨着國企投資主題再次成為市場關注重點,加上產量持續優於指引,產品平均售價趨勢平穩,因此將中國神華H股評級從“持有”上調至“跑贏大市”,目標價由28港元上調至40港元。大和指,雖然神華2024年預測股息回報率已從9%降至6.6%,但與其他回報率較高的國企相比仍屬吸引水平,又提醒神華預料將於7月中旬至下旬公佈中期業績快報,相信可成為短期內的催化劑。神華今年首五個月煤炭產量按年增長2.3%至1.36億噸,持續超出產量目標。與此同時,第二季煤炭價格亦從每噸約800元回升至逾850元,大和認為將進一步增強市場信心,相應將神華2024至2026年煤炭產量預測上調2%至4%,達3.25億、3.28億及3.35億噸,同時將期內平均售價預測上調1%至每噸572元。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account