《大行報告》摩通上調紫金(02899.HK)目標價至14.5元 評級「增持」
摩通發表研究報告指,紫金礦業(02899.HK)上半年純利增175%,主因受惠銅價與鋅價上升,符合此前的初步業績上限,與市場預期一致。
該行料銅價與鋅價會高位波動,不會升穿之前上半年的高位。下半年,公司將受惠產能增加,當中包括解決原有合約糾紛的巴布亞紐幾內亞項目,以及新礦的貢獻。在板塊內摩通推薦紫金,認爲其有可見的長遠增長藍圖,上調今明兩年純利預測13%及2%,目標價升12%至14.5元,評級「增持」。
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