《大行報告》高盛下調五礦資源(01208.HK)目標價至4.6元評級「買入」
高盛發表研究報告,將五礦資源(01208.HK)今年盈測削減49%,以反映產量減少和較高C1成本的指引改變,以及預料LME銅價料下降。同時,該行亦將其2020年盈測下調17%,反映來自秘魯LasBambas礦山的C1成本上升,而今明兩年經常性利潤預料由2018年的5,600萬美元,分別升至1.14億美元及3.31億美元。
該行認為,公司是銅價復甦的主要受惠者,預計3個月銅價將上升至每噸6,400美元,12個月銅價上升至每噸7,000美元,故維持五礦資源評級「買入」,目標價則由5.3元降至4.6元。
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