《大行》花旗上調中國宏橋(01378.HK)目標價至25.2元 續列行業首選股
花旗發表研究報告指,雖然投資者對下半年鋁需求感到擔心,但相信中國鋁產能利用率已處於高位、新增供應有限以及鋁庫存處於低水平,將支持鋁價保持強勁,認為中國宏橋(01378.HK)將受惠於鋁價高企,看好其強勁的盈利前景及具吸引力的股息回報,繼續列其為行業首選股。
花旗預測中國宏橋將繼續迎來估值重估,將目標價由21元上調至25.2元,評級「買入」,並將其2025至2027年盈利預測分別上調6%、7%及7%至238億、267億及284億元人民幣,以反映更高的氧化鋁價格及更低的成本預測。
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