You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
大行評級|安信國際:上調中廣核礦業目標價至2.25港元 看好未來業績增長趨勢
安信國際發佈研究報吿稱,2023年中廣核礦業持股的合營企業謝公司生產天然鈾976.8噸鈾,另一持股的合營公司奧公司共生產天然鈾1,643.6噸鈾,年度計劃完成率分別為100.2%和95.6%。公司去年產量情況符合預期。該行預計2024年如無開採所需原料供應問題,所參股哈薩克斯坦礦山預期產能可達到90%設計產能,產能進一步釋放。全球天然鈾礦市場供需關係錯位,天然鈾生產國主要位於中亞、澳洲以及非洲,而核電裝機主要集中在亞洲、歐洲以及北美洲。在福島核事故後,全球鈾礦勘探進度放緩,導致供需兩端失衡,未來預計缺口將持續擴大。因此,天然鈾礦價格未來將在供需失衡的推動下持續上升,進一步推動公司利潤增長。該行看好公司未來業績增長趨勢,上調目標價至2.25港元,予“買入”評級。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account