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《大行報告》瑞信下調紫金(02899.HK)目標價至16.4元 降2023-24年盈測反映較低毛利假設
阿思達克 10-24 10:32
瑞信發表報告指,紫金(02899.HK)最新業績表現符合該行預期,但遜於市場預期,第三季純利為40億元人民幣,按年下跌13.2%,主要由於金價及銅價下跌,加上生產成本上升。至於首九個月純利為167億元人民幣,按年增長47%,佔該行及市場全年盈利預測分別83%及74%。 瑞信下調紫金股份目標價,由18元降至16.4元,評級維持「跑贏大市」,今年純利預測調升1%至201億元人民幣,反映銷量假設提高,但明年及2024年盈預則分別下調8%及9%,主因毛利假設較低。
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