花旗发表研究报告指,铝是一个周期性较低的行业,因为供应上升空间有限,并设有有效的产能上限。该行考虑到中国宏桥(01378.HK) 去年的业绩,将集团目标价由15元上调至21元,相当于预测今年市账率1.6倍。考虑到集团股息率约10%,具有吸引力,维持其作为首选股,评级为“买入”。
花旗提到,中国宏桥拥有强劲的现金流,预计集团将于2025至2026年偿还约100亿元人民币的债务,同时维持高派息率。(sl/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-20 16:25。)
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