You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》大和升贛鋒鋰業(01772.HK)目標價至160元 評級「買入」
阿思達克 01-26 15:35
大和發表研究報告,指與贛鋒鋰業(01772.HK)管理層在業績緘默期前會晤,公司特別提出與特斯拉(TSLA.US)的「3+3」合約,其首三年合約尚未結束,今年較後時間很大機會續約三年。

報告引述公司指,預期鋰市場今年將錄前所未見的需求增長,即使碳酸鹽銷售均價升勢勝公司預期,贛鋒鋰業稱,這是磷酸鋰鐵電池(LFP)需求勝預期帶來的健康復甦,並料碳酸鹽銷售均價進一步上升至公司長期目標的每噸8萬元人民幣,短期甚至有機會升穿目標。

該行稱,青海及西藏小型碳酸鋰生產商面對的寒冷天氣干擾引起關注,但料對供應影響很小。贛鋒鋰業並預期鋰供應長遠面對短缺,有信心在2025年前實現生產目標。該行上調公司2021至2022年每股盈測介乎20%至25%,以反映產出預測調整及碳酸鹽銷售均價上升預期。以現金流折現率計,目標價由135元升至160元,維持「買入」評級。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account