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《大行报告》瑞信上调赣锋锂业(01772.HK)目标价至110元 评级「中性」
阿思达克 04-29 09:56
瑞信发表研究报告指,赣锋锂业(01772.HK)今年首季纯利录4.76亿元,增长近60.5倍,符合早前预期,强劲增长主要来自於期内销量及售价大幅提升。

首季毛利率按年提升11个百分点至30%,管理层预期今年上半年净利可达到8亿至12亿元人民币,按年增长4.11至6.67倍,换言之次季净利将介乎约3.24亿至7.34亿元之间,按年增幅约为1.18至3.87倍。

考虑到销售向好,该行将2021至2023年净利预测上调6%、5%及7%,目标价由105元升至110元,维持「中性」评级。

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