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《大行報告》建銀國際降紫金(02899.HK)目標價至11.2元 列金屬礦業行業首選
阿思達克 10-26 15:42
建銀國際發表研究報告,指考慮紫金礦業(02899.HK)上季純利遜預期及金屬價格回調,降2022至2024年各年盈測分別11%、19%及10%,並較市場預期分別低出7%、8%及3%。縱然如此,隨著新項目開展及近期擴產,紫金盈利增長展望仍穩固。受強勁現金流支持,紫金仍活躍於併購活動。該行料紫金近期收購高質素大型金、鋰及鉬礦,可支持長遠可持續增長。 報告稱,紫金股價跑贏基本金屬同業,本年至今跑贏市場16%。現估值相當於預測明年市盈率8倍屬吸引,維持「跑贏大市」評級,目標價由14.5元降至11.2元,並列為金屬礦業行業首選。
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