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研報掘金|中信證券:上調洛陽鉬業目標價至9港元 維持“買入”評級

中信證券發表報吿指,洛陽鉬業在TFM混合礦達產和KFM項目持續超產的拉動下,公司2024年首季銅鈷產量和業績實現按年高增長。隨公司產銷恢復擴產階段後的常態化水平,該行看好短期公司進一步超預期量增和降本的潛力,中長期看好公司可持續的高增長性的釋放。高彈性、高增長性和強分紅的兼備料將強化公司在銅價景氣週期中的優選配置價值。

該行維持對公司在2024年至2026年純利預測為119.7億元、114.83億元及159.24億元,而每股盈利預測為0.55、0.67及0.74元,H股目標價由7.5港元上調至9港元,維持“買入”評級。

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