Jefferies预测,由于潜在的价格上涨和利润率的提高,印度的钢铁库存,如Tata和JSW,将会增加。
Jefferies predicts a boost in Indian steel stocks, like Tata and JSW, due to potential price hikes and improved margins.
全球经纪公司Jefferies对印度金属库存,特别是Tata钢和JSW钢持有积极的看法,将Tata钢的目标价格提高到180卢比,JSW钢提高到920卢比。
Global brokerage firm Jefferies has positive outlooks on Indian metal stocks, particularly Tata Steel and JSW Steel, raising Tata Steel's target price to Rs 180 and JSW Steel's to Rs 920.
Tata Steel的股票尽管买得过多,但经纪人意见各异,目标价格从160卢比到190卢比不等。
Despite being overbought, Tata Steel's stock has seen varied broker opinions with target prices ranging from Rs 160 to Rs 190.
Jefferies认为,钢铁价格可能会因潜在的保障税和低于亚洲平均20%的钢差而上涨。
Jefferies believes steel prices could rise due to potential safeguard duties and a 20% below-average Asian steel spread.
这可能会提高印度钢铁生产商的利润率和估值。
This could boost margins and valuations for Indian steel producers.