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匯豐研究:下調港股中煤、神華及兗煤目標價 評級均維持“買入”
格隆匯 02-06 14:25

匯豐環球研究發表報告指,經下調對內地煤炭價格的假設並重新評估行業估值潛力後,降低對中資煤炭股目標價。該行認為,行業面對眾多威脅,包括社會與公司治理(ESG)相關撤資計劃、新型肺炎對中國及環球經濟的負面影響,及政府政策倡議在能源組合中減少煤炭的佔比。

匯豐研究,將中煤(1898.HK)目標價由5.2港元(下同)降至3.43元;神華(1088.HK) 目標價由28.7元降至19.45元;兗煤(1171.HK)目標價由11.2元降至8.59元,三企評級同樣維持“買入”。另外,該行對行業2019年至2021年的盈利預測亦分別下調2%、10%及11%。

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