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《大行報告》中金升洛鉬(03993.HK)目標價67%至5.48元 評級「跑贏行業」
阿思達克 01-31 15:12
中金發表報告,指洛陽鉬業(03993.HK)近期審議通過2023年度預算議案,回顧去年主要產品產量,並列出2023年生產指引,主要礦產品在去年基礎上均有明顯增長。 報告認為,去年是洛鉬重點項目的建設年,2023年則是關鍵的投產達產年,銅鈷板塊成長潛力強勁,業績成長料蓄勢待發。報告維持其去年盈利預測基本不變,由於2023年銅鈷產量超預期釋放,上調今年盈利預測10%至95.17億元人民幣,維持明年盈測基本不變。 該行維持洛鉬H股「跑贏行業」評級,由於銅鈷產量成長性較強,上調H股目標價67%至5.48港元,相當於今明兩年預測市盈率分別11倍及8倍。
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