野村升洛钼(3993.HK)评级至“买入”目标价下调至2.8港元
野村发表报告指,过去6个月洛钼(03993.HK)股价累挫30%,表现跑输大市,相信现价已反映大部分下行风险,因此将其评级由“中性”升至“买入”。

该行补充,维持洛钼2019年盈利预测不变,因上调钴价预测6%而升其2020年盈测4%,主因矿业巨头嘉能可(Glencore)关闭Mutanda铜钴矿以及下调加丹加矿场的生产规模,从而纾缓钴供过于求的局面以及提振市场对洛钼的信心。不过,下调洛钼目标价至2.8港元。
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