《大行报告》瑞信升五矿资源(01208.HK)目标价至4.8元 评级「跑赢大市」
瑞信发表研究报告,指五矿资源(01208.HK)第四季生产数字持续改善,Las Bambas产量按季升13%。预期今年铜产量增16-25%,将2021-22年盈利预测由1亿美元及8,000万美元调升至3亿美元及3.2亿美元,以反映预期铜价及销量上升,目标价由2.9元升至4.8元,维持「跑赢大市」评级。
该行指,在全球宽松政策下,预期铜需求可於今年上升,加上在低库存下,料价格可维持在每镑3美元。
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