《大行报告》花旗上调俄铝(00486.HK)目标价至6.8元 评级「买入」
花旗发表报告表示,预期俄铝(00486.HK)持续受惠於铝价上涨,料铝业务录得强劲现金流,而且因於Norilsknickel拥有27.8%持股,料今年录17亿元股息流入。
该行相信,俄铝今年净负债减少15亿元而净负债与EBITDA之比由2020年度之6.4倍降至今年度之1.4倍。该行认为俄铝现价远远低於预期中铝价上涨而带来的利好因素,重申其「买入」评级,目标价由5元升至6.8元。
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