港股异动 | 洛阳钼业涨逾4% 料钴价已见底 大行升评级至“买入”
格隆汇9月3日丨洛阳钼业(3993.HK)现报2.24港元,涨4.19%,暂成交2252万港元,最新总市值483.8亿港元。洛阳钼业上周二(27日)晚间发布中期业绩公告称,期内实现营收99.79亿元(人民币,下同),同比下降29.03%;归属于上市公司股东的净利润8.08亿元,同比下降74.12%;基本每股收益0.037元。绩后高盛发研报将其评级由“中性”升至“买入”,维持未来12个月目标价3.4港元不变,指钴价累挫逾50%后至目前每吨3.2万美元,相信钴价已见底,抛售已经过度。洛阳钼业股价调整后,目前估值相当预测明年市盈率14倍及市账率0.9倍,指目前股价反映钴价每吨2.56万美元(录自2016年以来最低水平),相信公司可受惠铜价及钴价价格改善。
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