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《大行報告》麥格理首予洛鉬(03993.HK)「跑贏大市」評級 目標價3.6元
阿思達克 09-22 14:23
麥格理發表報告,首次覆蓋研究洛陽鉬業(03993.HK),予其「跑贏大市」評級,目標價3.6元。

麥格理表示,洛鉬為該行於礦業中偏好的擁有鈷業務的企業,因其有全球第二大的鈷儲藏量。而集團的管理層結構及成本控制亦經過優化,未來增長料依靠內部擴展及收購,估計集團於今年至2022年的純利年均複合增長率可超過40%。

該行又認為,由於疫情的影響緩和,加上流動性提升帶動通脹,預期金屬價格會有反彈,客戶升級及新能源車需求亦可令洛鉬受惠。

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