安信證券中金黃金礦產金業績彈性大予目標價12元
格隆匯8月21日丨安信證券指出,考慮到全球央行邊際寬鬆,黃金價格有望走強,在2019-2021年黃金均價為303、330、360元的假設下,預計中金黃金2019-2021年EPS分別為0.04元、0.08元和0.14元。考慮到公司礦產金業績彈性大,集團資產一旦注入將顯著增厚EPS,給予6個月目標價12元,相當於公司未注入銅礦資產假設下2020年市淨率2.4倍。
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