《大行報告》匯豐研究下調協鑫科技(03800.HK)目標價至2.6元 評級「買入」
匯豐環球研究發表報告指,協鑫科技(03800.HK)今年上半年錄純利55.18億元人民幣,按年跌20%,符合該行預期,其中位於徐州的資產錄8.01億元人民幣的減值損失。
該行表示,公司上半年產量及銷量分別按年增長177%及153%,至11.1萬噸及8.96萬噸,表現領先於同業。另一方面,公司於成本上有優勢,但產品均價上沒有顯著折扣。
匯豐研究下調協鑫科技股份目標價,由3元降至2.6元,反映最新的人民幣兌港元匯率預期,評級維持「買入」,並因產品均價預測降低而下調公司今年盈利預測10%。
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