《大行报告》摩通上调洛阳钼业(03993.HK)目标价至7元 评级「增持」
摩根大通发表报告,相信洛阳钼业(03993.HK)今年不仅受惠於高的铜价,其钴业务在终端需求增长加快下,料也可见持续改善。
该行表示,集团目前为电动车价值链的主要落後企业,过去六个月股价表现落後锂电商如赣锋锂业(01772.HK)等超过一百个百分点,但相信随着钴价的上升势头,集团将会开始获估值重评。
摩通上调洛阳钼业股份目标价,由4.6元升至7元,评级「增持」,并调升集团今明两年纯利预测分别30%及20%。
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.