《大行報告》中金升紫金(02899.HK)目標價至16.3元 進軍鋰業務成新增長引擎
中金髮表研究報告,指上週日(10日)紫金礦業(02899.HK)擬控制新鋰公司核心資產世界級高品位3Q鹽湖項目;二是昨日(14日),紫金公告TIMOK銅金礦取得所有許可,正式投產。報告認爲,收購3Q項目是紫金礦業正式進軍新能源金屬上遊資源開發的重大裏程碑事件,鋰業務有望成爲紫金全新的重要增長極。且2021年隨着公司多項大規模、低成本礦山密集投產爬坡,公司業績釋放已入佳境。
報告認爲,未來公司盈利及估值水平有望系統性提升。維持H股「跑贏行業」評級,上調2021及2022年淨利預測9.6%及3.3%,至分別147.5億及227.6億元人民幣;上調六個月H股目標價6%至16.3港元,相當於2021及2022年預測市盈率分別24.9倍及16.2倍。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.