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大行每日評級 | 與管理層會議後,大摩予贛鋒鋰業增持評級

港股點評

摩根士丹利:予贛鋒鋰業增持評級 目標價199港元

摩根士丹利與贛鋒鋰業(01772.HK)管理層舉行會議,該行對贛鋒鋰業(01772.HK)持增持評級,目標價199港元。管理層指出,在中國碳酸鋰的現貨價格一直跑贏氫氧化鋰,是由於較高的原材料成本,碳酸鋰價格對市場變化的敏感度高以及衍生產品的出現。管理層預計,氫氧化鋰的現貨價格將在未來逐漸趕上碳酸鋰,對於公司而言,由於氫氧化鋰的長期銷售性質,其實際價格大多仍落後於現貨價格,預計價格會穩步改善。管理層認爲,鋰輝石精礦的承購量仍足以滿足贛鋒的鋰化工生產,預計其目前的鋰輝石精礦庫存爲4-5個月。該公司已與新供應商簽署了更多2022年以後的承購協議。

中金:下調滔搏目標價至11.21港元 維持跑贏行業評級

中金髮表研究報告指,滔搏(06110.HK)第三季零售及批發業務總銷售金額錄得20%至30%低段按年下跌,直營門店毛銷售面積按年增加7%,這是由於合作夥伴供應鏈短缺、新冠疫情及短期事件影響。按銷售渠道劃分,在線渠道銷售的增長抵銷線下銷售的壓力,期內線下渠道客流按年下滑,11月份客流下滑約30%,較8月跌幅收窄,收入下滑幅度亦低於客流下滑幅度。該行認爲,滔搏截至11月底止六個月以內的庫存佔比超過70%,管理層預計品牌供應鏈短缺影響或持續至明年首季。中金維持2022至2023財年每股盈利預測爲0.48及0.57元不變,維持跑贏行業評級,考慮到港股運動板塊估值下行,目標價下調11%至11.21港元。

高盛:維持網易買入評級 目標價208港元

高盛發佈研究報告稱,維持網易(09999.HK)買入評級,由於估值基準年份由2022-23年平均值延伸至2023年,盈利預測不變,目標價升5%至208港元。報告中稱,網易展開“元宇宙”投資者會議。明年上半年將推出《暗黑破壞神:永生不朽》、《哈利波特:魔法覺醒》、《魔戒》遊戲機版,且明年首季將推出自家遊戲平臺,與Roblox近似。此外,網易搜索引擎有道,首9個月收入同比升95%;網易雲音樂則長線預期可完全進入音樂製作價值鏈。

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