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港股異動 | 洛陽鉬業漲逾3% 獲大行看好
格隆匯 09-24 15:24
格隆匯9月24日丨洛陽鉬業(3993.HK)現報2.59港元,漲3.6%,暫成交5523萬港元,最新總市值559.4億港元。洛陽鉬業上週三(18日)晚間發公告稱,為了更有利於鎢資源的有序開發並促進鎢行業可持續發展,公司通過全資子公司洛陽欒川鉬業集團銷售有限公司以人民幣32.68億元競得仲鎢酸銨2.8336萬噸。此外,鈷價指數今日最高報301.00,創今年2月以來新高,較今年低點194.5已上漲近50%。大摩今日發研報指,看好銅及鈷的前景,相信鈷價會強勁增長,銅價則受惠於經濟改善的因素。認為洛鉬現價尚未反映潛在銅鈷價的升勢,料其2020至2021年定價及盈利均顯著改善,該股目前估值吸引,將H股評級升至“增持”,上調目標價逾52%至3.5港元。
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