《大行報告》瑞銀上調洛陽鉬業(03993.HK)目標價至6元 評級「買入」
瑞銀發表報告指,洛陽鉬業(03993.HK)就剛果(金)KFM銅鈷礦權益金問題達成和解,據公司指引,不會影響報表收入,但直接影響營運現金流。該行上調銅礦生產成本預測,下調磷酸鹽平均售價及貿易業務盈利預測,將洛鉬2023年至2025年三年期間的每股純利預測,分別下調14%、11%及5%。
該行對洛鉬維持正面看法,在權益金問題和解後,估計後續會獲重新評估,該行將洛陽鉬業目標價由5.8元上調至6元,評級「買入」。
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