《大行報告》大摩相信贛鋒鋰業(01772.HK)股價60日內將升 評級「增持」
摩根士丹利發表研究報告,預期贛鋒鋰業(01772.HK)的股價在未來60日有70%至80%機會將上升,指出在中國及全球新能源汽車強勁需求下,短期鋰價及公司盈利將有上升空間。
大摩指,贛鋒鋰業擁有更先進技術,原材料自給自足水平亦較同行高,基於2022年預測市盈率44倍,給予目標價143元,預期2021至2025年盈利複合增長率可達40%,評級「增持」。
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