《大行報告》大摩相信山東黃金(01787.HK)未來30天股價將上升
摩根士丹利預表研究報告指,預期未來30日內山東黃金(01787.HK)的股價有約80%機率會上升。
報告表示,現時黃金現貨價格水平超過每盎司1,800美元,交易價格高於該行今年基本預測的每盎司1,730美元,指出雖然加息週期是影響黃金價格的主要因素,但中國市場對黃金需求高於預期,根據中國黃金協會數據,農曆新年假期間中國珠寶銷售額按年增長13%,在岸黃金ETF的資產管理規模亦按年增長12.7%,另外地緣政治緊張局勢爲黃金需求帶來強而有力的支持。
大摩指出,山東黃金早前發盈警,預期2021年錄得淨虧損介季1.9億至2.85億元人民幣,即第四季淨利潤創歷史新高,達到約10億元人民幣,超出該行預期。該行預期山東黃金今年將大幅扭虧爲盈,給予目標價15.94元,評級「與大市同步」。
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