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《大行報告》摩通降五礦資源(01208.HK)評級至「中性」 目標價下調至2.1元
阿思達克 11-25 09:49
摩根大通發表報告指,五礦資源(01208.HK)目前估值已反映本月至今銅價反彈,惟尚未反映公司在秘魯業務的不確定性持續;公司今年全年指引已暗示第四季銷量將會按季跌15%,以及Las Bambas和Chalcobamba礦坑產量會否有機會復甦,仍很大程度上取決於與當地族群的談判情況和秘魯的政治環境。 該行指,將公司今年及明年盈利預測分別下調62%及38%,並將其目標價由3.7元下調至2.1元,以及其評級由「增持」降至「中性」。
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