大行评级|大摩:上调中煤能源目标价至9.12港元 维持“与大市同步”评级

格隆汇
08 Feb
摩根士丹利发布研究报告称,将中煤能源的目标价从8.5港元上调至9.12港元,维持“与大市同步”评级。对公司基本假设认为,在煤炭供需平衡放松的背景下,预计2025年国内动力煤合约销售价格将同比调整3%,而现货煤价格将同比减12%。大摩上调2024-2026年纯利预测9-11%,主要受惠于来自煤化工业务经营溢利增加。

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