《大行报告》大摩相信紫金(02899.HK)15日内将升 评级「增持」
摩根士丹利发表技术研究报告,金价升穿2,000美元的水平,预期包括紫金矿业(02899.HK)在内的内地金矿股将会跑赢大市,估计金价每升1%会带动紫金今年度盈利增加1.5%;而且紫金於黄金和铜矿的业务比例适宜,料占2021年度净利比例41%及36%。铜及黄金是该行在全球大宗商品中的首选。
该行称,紫金H股较其A股存48%大幅折让,南向资金料支持股价。大摩预计,紫金股价於未来15日内将会上升,发生此概率料高达80%,予其「增持」评级。
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