《大行報告》匯豐研究下調神華(01088.HK)目標價至23元 評級「持有」
匯豐研究發表報告指,中國神華(01088.HK)發盈警料第二季盈利下降,為該行預期之內,主要受到煤炭價格下降和稅費支出增加所拖累。該行預計,受季節性需求高峰影響,第三季煤炭價格可能維持在每噸700至900元人民幣區間內波動。
匯豐研究認為,夏季冷氣需求高峰將在短期內對煤炭價格形成有限的支持,大致維持對神華今明兩年盈利預測,並引入後年淨利潤預期。同時預計今年H股股息率為10%,目標價由26.4元下調至23元,評級「持有」。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.