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《大行報告》摩通:紫金(02899.HK)受內地封城影響較少 評級「增持」
摩根大通發表報告指,在中國和香港的礦商中,紫金礦業(02899.HK)對中國封城導致的需求惡化風險最小,目標價維持15元,評級「增持」。 摩通指,紫金礦業的大部分銅和金資產都在海外。雖然市場對中國大宗商品的擔憂是由於建築活動暫停而導致需求惡化,但該行認爲,紫金在銅和金業務支持下,盈利增長勢頭較水泥和鋼鐵公司更強勁,因爲水泥和鋼鐵公司的盈利預計將在未來一季下降。 該行對紫金礦業2022財年和2023財年的盈利預測分別上調22%和9%,以反映較高的銅產量預測,料2022財年按年增長47%至86萬噸。
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