大行評級|美銀:上調中國宏橋目標價至16港元 上調今年鋁價預測
美銀髮表研究報告指,中國宏橋去年除稅後溢利按年增95%,符合集團早前發出的盈利預告。集團全年派息1.61港元,派息率爲63%,勝市場預期。美銀將今年鋁價預測由每噸1.9萬元上調至2萬元,氧化鋁價格則料由每噸3800元下調至3300元,並假設鋁土礦價格爲每噸72美元。
該行將中國宏橋今年盈測上調14%至200億元,以計入最新的鋁及氧化鋁價格預測。該行將其目標價由13.5港元上調至16港元,重申“買入”評級。
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