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《大行報告》美銀證券升贛鋒鋰業(01772.HK)目標價至210元 中期淨利潤符合指引
阿思達克 09-01 14:29
美銀證券發表報告表示,贛鋒鋰業(01772.HK)今年上半年淨利潤按年增836%,符其盈喜預期,亦相等於該行全年預期盈利的45%,或其他券商預期的56%。 該行指,贛鋒鋰業盈利增長主要來自均價上升、財務資產公允值上升,公司今年第二季淨利潤按年增98%,當中包括一次性因素。公司首季旗下Li2CO3的銷量收窄,因生產線於2月進行調整,而第二季有關因素已消除。 美銀證券表示,上調對贛鋒鋰業2021至2023年盈利預期5-6%,調高目標價,由200元升至210元,重申「買入」評級。
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