美银证券:中国神华首季净利润逊预期 下调目标价至32港元

智通财经
29 Apr

智通财经APP获悉,美银证券发布研报称,中国神华(01088)首季净利润跌19%至134亿元人民币逊预期,季度收益未达预期主要原因是煤炭平均售价下降超预期。该行下调神华今年至2027年净利润预测7%至12%,目标价从33港元下调至32港元,维持“中性”评级,基于煤炭价格下跌导致收益压力,但公司处于净现金状态,且管理层致力于股东回报。中国神华季度收入同比跌21%至696亿元人民币;毛利同比跌22%至...

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