《大行报告》摩通降紫金(02899.HK)评级至「中性」 目标价上调至3.9元
摩根大通发表报告指,受金价持续上升推动,紫金矿业(02899.HK)H股及A股年初至今上升了30%,对比指数为跌10%及升5%,集团股份现价相当於历史高位的估值倍数。
摩通表示,紫金如此高的估值有风险,因该行认为目前金价周期或已见顶,虽然预期集团今年上半年盈利表现不错,按年可增长23%,但相信已大致在股价上反映。
该行下调紫金H股评级,由「增持」降至「中性」,目标价由3.6元升至3.9元,并上调集团今明两年盈利预测分别21%及12%。
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