《大行報告》摩通降紫金(02899.HK)評級至「中性」 目標價上調至3.9元
摩根大通發表報告指,受金價持續上升推動,紫金礦業(02899.HK)H股及A股年初至今上升了30%,對比指數為跌10%及升5%,集團股份現價相當於歷史高位的估值倍數。
摩通表示,紫金如此高的估值有風險,因該行認為目前金價周期或已見頂,雖然預期集團今年上半年盈利表現不錯,按年可增長23%,但相信已大致在股價上反映。
該行下調紫金H股評級,由「增持」降至「中性」,目標價由3.6元升至3.9元,並上調集團今明兩年盈利預測分別21%及12%。
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