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鐵礦石價回穩 @ 2012-07-13T04: Back Hot News
Keyword:鐵貨 鐵礦石
Concept:3900元 , 10月鐵礦石價格
鐵貨(1029)第二季鐵礦石產量增19% 鈦鐵升95%
鐵貨:下半年中國經濟有利鐵礦石價格,料每噸130美元有支持
鐵貨長線目標價被部份金融機構評級定為$1.50至$2.10港元,但現市盈率達370倍以上,實不合理。鐵貨主要出售鐵礦石給內地鋼鐵企業建龍集團,相關需求下跌,鐵貨短期目標價下試0.30港元。
鐵貨執行主席韓博傑指,雖然公司營運效率一直改善,但鐵礦石價格於第二季大部分時間滑向全球邊際生產成本,而行業的普遍情況一樣,商品價格變動將對財務表現產生重大影響,特別是因審慎的會計准則要求對資產負債表估值進行減值。不過,他指於第二季度末,商品價格開始提升,而且鈦鐵生產量亦將於下半年增加,因此對未來前景感到較為樂觀。
鐵貨(01029) 公布,與2011年相應期間之利潤比較,集團預期於截至6月30日止六個月錄得虧損,虧損主要受鐵礦石的市場銷售價偏軟及一間中國附屬的鈦項目發展不確定而作出一次性非現金的資產減值所影響。
五.鐵貨發上半年度盈警 管理層難料下半年鐵礦石價格走勢

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