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大行評級|建銀國際:重申紫金礦業“跑贏大市”評級 目標價下調至14.4港元

建銀國際發表報吿指,紫金礦業第三季業績遜預期,下調盈利預測,但仍看好強勁的產出增長。由於該行上調黃金和銅的單位銷售成本,因此將今年至後年淨利潤預測分別下調12%、10%及15%。另外,紫金將2025財年的黃金和銅產量預期維持不變。不過,考慮到新銅礦項目的快速投產以及巴布亞新幾內亞波格拉金礦項目的復產,紫金可能會上調產量指引。該行指紫金估值仍然具有吸引力,重申“跑贏大市”評級,目標價由15.45港元降至14.4港元。

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