《大行報告》摩通上調洛陽鉬業(03993.HK)目標價至7元 評級「增持」
摩根大通發表報告,相信洛陽鉬業(03993.HK)今年不僅受惠於高的銅價,其鈷業務在終端需求增長加快下,料也可見持續改善。
該行表示,集團目前為電動車價值鏈的主要落後企業,過去六個月股價表現落後鋰電商如贛鋒鋰業(01772.HK)等超過一百個百分點,但相信隨著鈷價的上升勢頭,集團將會開始獲估值重評。
摩通上調洛陽鉬業股份目標價,由4.6元升至7元,評級「增持」,並調升集團今明兩年純利預測分別30%及20%。
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