《大行》麥格理升中國鋁業(02600.HK)目標價至8.1元 上調評級至「跑贏大市」
麥格理髮表研究報告指,中國鋁業(02600.HK)上半年淨收入爲70.7億元人民幣,按年持平,次季淨收入按年跌26%至35億元人民幣;毛利率升至17.6%,按季增1.7個百分點。公司派中期息0.123元,即派息比率爲30%。
該行上調中國鋁業2025至27年的淨利潤預測13.1%、43.5%及43.2%,目標價調升至8.1元,評級由「中性」升至「跑贏大市」。
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