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港股異動丨洛陽鉬業跌近7% 連跌五日 野村降評級至“中性”
格隆匯 02-24 15:47
格隆匯2月24日丨洛陽鉬業(3993.HK)跌近7%,連續第五日下跌,現報3.1港元,總市值669.58億港元。野村上週發報告稱,洛陽鉬業剛公佈去年首9個月金屬出貨量,遜於預期,故該行下調公司2019財年金屬出貨量,並下調其盈利預測21%,但考慮到公司穩定的盈利趨勢,調高其目標價46.4%,由2.8港元升至4.1港元,投資評級由“買入”降至“中性”。另外,該行指出全球鈷的過渡供應緩和,但全球鈷工廠仍過渡供應,所以即使預期2020財年鈷的需求在新能源(EV)分部能同比增長58%,仍然預計鈷價格維持平穩在每磅16.2美元。
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