《大行报告》瑞信上调五矿资源(01208.HK)目标价至8元 评级「跑赢大市」
瑞信发表报告指,对铜需求前景看法正面,认为在行业链内的上游精矿铜生产商有优势,可获得行业的主要盈利。该行相信减碳是新的需求推动力,因此上调铜价今年预测16%至每磅4.18美元(每吨9,200美元),明年则升6%至每磅3.4美元(每吨7,500美元)。
该行估计,铜矿供应在未来6至12个月仍然紧张,在生产逐步改善下,预期五矿资源(01208.HK)今年的铜产量按年可增加16%至25%。
瑞信上调五矿资源股份目标价,由7元升至8元,评级维持「跑赢大市」,并调升集团今年至2023年盈利预测分别31%、25%及30%,以反映铜价预测上调。
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