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《大行报告》麦格理上调赣锋锂业(01772.HK)目标价至73元 评级「跑赢大市」
阿思达克 11-19 11:35
麦格理发表研究报告,予赣锋锂业(01772.HK)「跑赢大市」评级,预期碳酸锂(LiCo3)价格已进入上升周期。

该行指,LiCo3价格自8月起累升8%,库存水平下降至一个月,相信在强劲的电动车需求,以及澳洲锂矿公司Altura被破产管理公司接管的潜在停产因素带动下,明年供应将持续紧张。加上同业天齐锂业(002466.SZ)潜在债务违约,料将巩固赣锋的行业领导地位。

麦格理将目标价上调30%,由56元上调至73元,相当於明年预测市盈率50倍,合计未来三年盈利复合年均增长率超过90%,将今年每股盈测下调4%,并将2021及2022年每股盈测各上调5%及3%。

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