《大行報告》匯豐研究升江銅(00358.HK)目標價至24.5元 上調五礦資源及洛鉬目標價
匯豐研究發表報告,考慮到市場供需狀況,再度上調銅價預測,並同時提高鈷價預測,報告指出內地農曆新年期間仍有很多工廠運作,使銅需求保持高位,預計供不應求狀況將持續。
該行指出,在過去三個月中,受益於行業不斷轉向全球需求,銅企股價上漲60%至80%,對比同期恆生中國企業指數上升13%。在經濟復甦推動下,銅價目前創9年新高,鈷價亦累升50%以上,升幅快於預期,農曆年需求較以往強勁,持續的供應中斷,加上美元走弱,雖然預期銅礦的供應量將增長,但需求增長速度更快,因此相信至明年銅仍將維持短缺,相應將2021至2025年銅價預測上調3%至6%。
該行同時指出,電動汽車的需求樂觀情緒增強,刺激亦鈷需求,將2021至2022年鈷價預測上調30%。
匯豐研究上調金屬股盈利預測和目標價,將江西銅業(00358.HK)2021至2022年盈利預測上調8%及6%,目標價升至24.5元;五礦資源(01208.HK)盈利預測上調24%及18%,目標價升至7.5元;洛鉬(03993.HK)今、明兩年盈測上調72%及52%,目標價升至8元,全部給予「買入」評級,當中首選五礦資源。
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.