港股异动 | 俄铝跌逾6% 前三季溢利同比跌47.1%
格隆汇11月8日丨俄铝(0486.HK)现报3.4港元,跌6.34%,暂成交5389万港元,最新总市值516.6亿港元。俄铝今晨发公告指,今年第三季度(伦敦金属交易所)铝价持续下跌,跌至平均每吨1761美元,创2016年底以来的低位,较上一年度第三季度每吨2056美元下跌14.3%。铝价持续下跌令铝价的变现溢价下跌而加剧,公司截至9月30日止三个月的收益同比下跌8.8%至72.22亿美元,期内溢利8.19亿美元,同比下跌47.1%;第三季度的EBITDA减少至2.37亿美元,同比减少64.9%。瑞信曾予俄铝“跑赢大市”评级,目标价5.3港元;高盛曾予其“买入”评级,目标价4.3港元。此外,铝价方面,大摩认为铝价正在“探底”,预计2020年铝价在每吨1841美元;高盛则预计全球铝供应今年有91.9万吨的供应缺口,而明年供应将比需求多出30.4万吨。
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