《大行報告》麥格理上調贛鋒鋰業(01772.HK)目標價至56元 評級「跑贏大市」
麥格理發表研報,將贛鋒鋰業(01772.HK)列入買入名單,透露與管理層溝通後,相信由於強勁需求與潛在供應短缺,氫氧化鋰價格至明年都將會上升,考慮到該公司的行業領先地位,視贛鋒鋰業為行業首選,重申「跑贏大市」評級。
該行將2020至2022財年每股盈利預測上調7%至29%,因下游庫存水平較低,預期受氫氧化鋰價格短期反彈,第三季稅後凈利潤將按年增長500%,將目標價由53元上調至56元。
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