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《大行報告》匯豐研究降五礦資源(01208.HK)目標價至2.5元 下調短期銅銷量增長預測
阿思達克 02-05 12:04
匯豐研究發表報告,表示五礦資源(01208.HK)Las Bambas銅礦去庫存已結束,基於產量指引趨軟,料今年銅銷量將會下降。更高利潤率及因生產正常化而增加的鋅產量,應有助於抵銷銅銷量下降的負面影響,預計更好地反映公司的營運情況的EBITDA,今年料按年有約7%升幅。評級維持「買入」,目標價由2.7元下調至2.5元,以反映下調短期銅銷量增長預測。
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