金吾财讯 | 中泰国际发研报指，兖煤澳大利亚(03668)公布FY24运营表现，整体符合该行预期。权益煤炭产量同比增长10%至36.9百万吨，符合公司指引35-39百万吨，更较该行预测35.7百万吨高出3%。动力煤销量同比上升15%至32.5百万吨，略低于该行预测32.9百万吨1%。冶金煤销量同比上升10%至5.2百万吨，较该行预测4.6百万吨高出14%。近日戴维·詹姆斯·穆尔特先生提出辞去公司首席执行官一职，并已经生效。他在公司任职7年，其中担任此职5年。公司已经委任执行委员会主席岳宁先生担任代理首席执行官，直到公司对此职作出长期任命。该行认为首席执行官变更的影响不大，因为公司经营多年已具规模，更一直获得母公司兖矿能源(01171)有效支持，而且新任代理首席执行官岳先生拥有20多年煤矿运营和管理经验，相信可稳定公司持续运营。待FY24业绩公布，该行维持FY24-26股东净利润预测及40.00港元目标价，对应33.3%上行空间及8.5倍FY25目标市盈率。维持“买入”评级。
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