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《大行》高盛升馬鋼(00323.HK)目標價至2.1元 評級「中性」
阿思達克 09-01 16:44
高盛發表研究報告指,馬鋼(00323.HK)上半年淨虧損達7,500萬元人民幣,扣除減損損失、投資收益等一次性項目,經常性淨利潤2,900萬元人民幣,勝於預期。 該行指,將公司今年淨利潤上調至6.38億元人民幣,明年則上調至10.72億元人民幣,2027年淨利潤則上調至12.37億元人民幣,以反映好於預期的毛利單位前景。 該行預料,下半年單位利潤將較去年同期小幅改善,若出現產業層級的供應工作,明年單位利潤可能會進一步改善。該行指,將其目標價由1.6元上調至2.1元,其評級為「中性」。
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