工银国际升金价今年目标至每盎司1,500美元料山东黄金(01787.HK)可受惠
工银国际发表报告表示,国际金价於6月升至近三年高位,已达该行此前预测今年水平,并估计金价於今年余下时间可持续处强劲上升趋势,因美汇指数走疲、美联储局未来或会进行减息。而该行上调对国际金价今年目标至每盎司1,500美元。
该行指,金矿股一般与金价极具关连性,指山东黄金(01787.HK)现价相当预测今年市账率1.8倍,低於同业招金矿业(01818.HK)近十年平均市账率水平。
该行予山东黄金「强烈买入」投资评级,目标价35元,指其可受惠金价上升趋及估值因素,该行予金矿股长期平均估值2.9倍,以反映看好金价前景预测。
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