《大行報告》摩通料銅價強勢持續 首選五礦資源及洛鉬等
摩根大通發表研究報告,指銅價升至十年高位,達每噸約9,000美元,該行就所覆蓋相關股份進行盈利敏感度分析。短期而言,受惠中國內地終端需求及美國刺激措施帶來的正面情緒,料銅價強勢將會持續。
該行對銅相關板塊股份看法正面,在銅牛市中,選股次序首選五礦資源(01208.HK)、隨後洛陽鉬業(03993.HK)及紫金礦業(02899.HK)(兩企不分先後),最後為華友鈷業(603799.SH)。在該行覆蓋股份中,上述企業對銅價走勢有最高收入及盈利敏感度。
摩通予五礦資源「增持」評級,目標價4.4元;予洛鉬「增持」評級,目標價7元;予紫金「中性」評級,目標價8.5元;予華友鈷業「增持」評級,目標價60元人民幣。
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