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《大行报告》摩通:紫金(02899.HK)季绩强劲 上调目标价至5元
阿思达克 10-20 10:26
摩根大通发表报告指,紫金矿业(02899.HK)第三季业绩表现强劲且有惊喜,盈利按年增长超过80%,主要是受铜业务有良好表现所推动,该业务於第三季的销量按年上升20%至11.1万吨,产品均价亦按年提升13%。

该行表示,由於目前黄金及铜现货价格仍然较去年第四季分别高约30%及10%,集团今年第四季的盈利料继续有强劲增长,估计按年可再上升逾25%,稳固的盈利增长势头甚至会延续至明年上半年。

摩通上调紫金目标价,由4.3元升至5元,维持「中性」评级,并调升集团今年至2022年盈利预测分别11%、18%及23%,以反映铜价上升的环境。

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