摩根士丹利上调中国宏桥目标价34% 称铝价坚挺及成本优势有利价值重估

格隆汇
24 Jul

摩根士丹利上调中国宏桥目标价,称铝价坚挺、成本优势、一体化业务链及几内亚铁矿石项目的盈利贡献,将支持公司的估值重估。分析师Hannah Yang等人在报告中表示,随着中国需求增加,供需平衡将转向短缺,铝价在年底前将有上涨空间,这有助于提高冶炼厂的利润率,意味着宏桥有望维持稳健盈利。摩根士丹利将公司目标价由18.50港元上调至24.80港元,重申超配评级。

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