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《大行報告》美銀證券升紫金(02899.HK)目標價至17元 注重成本控制
阿思達克 03-26 10:03
美銀證券發表報告,稱與紫金礦業(02899.HK)總裁及主要管理團隊舉行業績會議,管理層提到由於銅及黃金的行業平均成本在2023年按年增長10至20%,因此成本控制將是今年的關鍵任務,公司會透過可再生能源來壓低國內成本增長,而海外成本將會因能源價格高昂以及銅礦品位下降而不斷攀升。 整體而言,公司2024年的目標是成本增長基本持平。 美銀證券稱,考慮到去年業績以及最新業務指引,將紫金2024及2025年每股盈利預測上調1至2%,並將目標價從16元上調至17元,維持「買入」評級,認為紫金將是該行2024年首選股票之一。
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