《大行報告》匯豐研究上調洛鉬(03993.HK)目標價至7.2元 評級「買入」
匯豐環球研究發表報告指,洛陽鉬業(03993.HK)位於剛果(金)的「Tenke Fungurume Mining」礦山將於今年9月全面提升產能,銅及鈷產量有望各增加40%。而該礦山銅鈷混合礦項目的可行性研究亦已完成,項目料於2023年完成,屆時銅產量可再提升80%,鈷產量則可升70%,令銅年產達45萬噸,及鈷年產達4萬噸。
該行表示,集團今年上半年業績表現亦強勁,純利按年增長140%至24億元人民幣,主要由於大宗商品價格走高,不過年化基礎計,則較該行今年預測低14%。
匯豐研究上調洛鉬股份目標價,由7.1元升至7.2元,評級維持「買入」,並調低集團今年盈利預測7%,以反映上半年業績,至於明年及2023年預測則分別升9%及6%。
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