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大行評級 | 高盛看好鋁價 納俄鋁入CEEMA關注名單
格隆匯 09-08 15:36
格隆匯9月8日丨高盛發表報吿指,看好鋁價表現,將俄鋁(0486.HK)納入CEEMA(即中歐、東歐、中東和非洲)關注名單,對俄鋁重申“買入”評級,12個月目標價為10港元(較前收市價6.58港元有52%潛在升幅)。報吿指出,預計鋁價會有兩成升幅,因此估計俄鋁今年EBITDA增35%,2022年則有望升61%。高盛報吿亦提到,俄鋁在11月中,具有納入MSCI俄羅斯指數潛力,但同時亦需要觀望俄羅斯政府正在討論的礦產開採税,預計10月中會有結果。
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