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《大行报告》麦格理首予洛钼(03993.HK)「跑赢大市」评级 目标价3.6元
阿思达克 09-22 14:23
麦格理发表报告,首次覆盖研究洛阳钼业(03993.HK),予其「跑赢大市」评级,目标价3.6元。

麦格理表示,洛钼为该行於矿业中偏好的拥有钴业务的企业,因其有全球第二大的钴储藏量。而集团的管理层结构及成本控制亦经过优化,未来增长料依靠内部扩展及收购,估计集团於今年至2022年的纯利年均复合增长率可超过40%。

该行又认为,由於疫情的影响缓和,加上流动性提升带动通胀,预期金属价格会有反弹,客户升级及新能源车需求亦可令洛钼受惠。

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