《大行報告》大和上調神華(01088.HK)目標價至24.5元 合同煤潛在加價成催化劑
大和發表報告指,神華(01088.HK)去年12月商品煤產量按年升10%,全年計按年升8%。該行認爲最近的煤炭價格上漲,以及長期煤炭合同價格的潛在升幅是未來股價的積極催化劑,指公司截至去年9月底止長合同煤佔比達83.5%。
該行重申對神華「買入」評級,目標價由22元升至24.5元,同時把2021年每股盈利預測上調1.5%,下調對其2022年每股盈利預測降0.8%,及上調對其2023年每股盈利預測上調1.3%,,以反映最新的營運數據。
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