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《大行報告》匯豐研究降江銅(00358.HK)評級至「持有」 下調洛鉬(03993.HK)目標價至6.6元
匯豐環球研究發表報告指,由於需求穩定增長及繼續有供應憂慮下,預期銅價會保持在高位,但同時亦出現下行風險,原因包括中國的銅消費雖然穩定,不過近期限電及房地產市場收緊令工業活動放緩。另外,中國以外市場的能源成本上升,特別是歐洲,或會令銅消費增長放慢。 該行提到,銅仍爲其大宗商品覆蓋下推薦的金屬之一,主因預期銅市在明年會繼續出現短缺,需求足以抵銷礦石供應的增加有餘。 匯豐研究上調今年銅價預測1%,明年則調升3%,以反映今年以來的平均價更高。該行又調整中資銅股目標價及評級,其中江西銅業(00358.HK)評級由「買入」降至「持有」,目標價由22.3元降至14.5元;洛陽鉬業(03993.HK)評級維持「買入」,目標價由7.2元降至6.6元;五礦資源(01208.HK)評級維持「買入」,目標價由6.5元降至5.1元。
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