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野村:維持贛鋒鋰業(1772.HK)買入評級 目標價42.1港元
格隆匯 02-19 12:57

野村發表研究報告指,新型肺炎對贛鋒鋰業(1772.HK)影響有限,相信近日其股價回調,主要因為投資者在該股年初至今大幅跑贏恆指80%後獲利回吐,維持其目標價為42.1港元,即較上日收市價仍有上升25%的空間,投資評級為“買入”。

又指,贛鋒鋰業管理層估計,氫氧化鋰價格可望於今年下半年復甦,主要得益於供應緊張和需求改善。公司估計今年首季或第二季毛利率將可回升。

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