《大行報告》高盛將紫金(02899.HK)納入確信買入名單 上調目標價至15.7元
高盛發表研究報告,升紫金(02899.HK)目標價64%至15.7元,評級維持「買入」,並列入確信買入名單,以反映銷售可見性預期改善、以及看好長遠商品周期,升今明兩年盈利預期3-6%。
該行指,預期公司金產量將於2025年,較2020年增長一倍,銅產量亦會增至逾1倍,而兩者至2030年潛在增長分別達175%及250%以上,近期公告公布5-10年計劃,冀成全球首三至五大公司,故有信心公司可達上述2025年數字。
該行又指,在現有項目起步,以及下一階段發展後,將可達2030年目標近90%,其餘可由收購獲取。(ic/a) ~
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