《大行報告》大和下調贛鋒鋰業(01772.HK)目標價至164元 評級「買入」
大和發表研究報告,重申對贛鋒鋰業(01772.HK)的「買入」評級,看好公司新開發項目帶來的長期持續增長前景。
報告指出,贛鋒鋰業正通過新項目開發來解決鋰供應瓶頸,預期阿根廷、澳洲及馬利等地的新項目將於今年下半年起至2024年投產。中國產能亦在持續擴張,預期今年公司碳酸鋰銷量將達到2.9萬噸,並於2023至2024年達到6.6萬及9.7萬噸,氫氧化鋰銷量則達到7.3萬、8萬及10.1萬噸。
大和認為,由於價格高企影響需求,鋰行業情緒正受到不利影響,投資者並擔憂工信部或對鋰業公司進行干預,以控制市場價格,但指出贛鋒對鋰產能增長將帶來明顯貢獻,加上鋰價上漲的限制,預期贛鋒受到影響為最小,基於今年預測市盈率約10倍,將目標價下調至164元,並將2022至2023年每股盈利預測上調98%至111%。
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.