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中信泰富微跌0.3% 澳洲項目額外支付64億 @ 2012-01-03T20: Back Hot News
Keyword:中信泰富
Concept:
該行維持太古評級「中性」,目標價97元,即較2012年預測資產淨值折讓30%計及超過3億元分拆相關支出,以及內地投資物業收益兌回報較預期低,下調2012-13年每股盈測6%-4%。瑞銀表示,中信泰富去年7月估計,鐵礦項目成本將額外增加9億美元與中冶商討後,實際支付額外成本8.22億美元但項目最快開工日期再延遲6個月,兩條生產線最快於2012年8月底及12月底投產,中信泰富有權向中冶追討5.3億美元的賠償,為進一步成本超支作預備下調2012/13年預測鐵礦產量,由700萬噸/1600萬噸減至100萬噸/1200萬噸調低2012/13年盈測32%/12%目標價由19元減至16元評級維持「買入」。

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