智通财经APP获悉，招银国际发布研究报告称，维持兖煤澳大利亚(03668)“买入”评级，盈利预测不变，目标价42港元。尽管该行认为任何潜在的并购进展仍然是未来3-6个月的关键变量，但该行认为这一因素已反映在目前<6倍的2024年市盈率。
报告中称，兖煤澳大利亚(兖澳)3Q24经营数据略好于该行预期，权益产量/销量同比增长10%/21%(较2Q24的-4%/+1%有所提升)。3Q24平均售价同比下降14%，基本符合市场趋势。该行推算兖澳3Q24的收入约为17.8亿澳元(同比增长5%，环比增长15%)。兖澳维持全年销量、单位成本和资本支出的指引范围。
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