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港A異動丨洛陽鉬業AH股齊升,Q2業績超預期
洛陽鉬業A股盤中一度升5.59%報9.25元,H股一度升超4%報7.92港元。消息面上,洛陽鉬業上週五晚公佈,預料上半年盈利51.89億到57.35億元,同比增加6.38倍至7.16倍;去年同期盈利7.03億元。公司指出,半年盈利增加,因為主要產品銅鈷產銷量按年實現大幅增長,成本優化及技改提升等舉措效果明顯,同時今年銅市場價格走強,由此帶來業績的提升。大和稱洛陽鉬業今年第二季度純利同比增708%至849%,環比增50%至77%,勝於該行預期;經常性淨利潤則同比增長2,041%至2,408%。洛陽鉬業強勁的業績表現可能由於自今年4月以來銅價走強,以及旗下TFM及KFM礦山項目表現平穩上升所推動。另外,洛陽鉬業今年第二季度銅產量同比增72%,鈷產量同比增102%。考慮上述因素,大和予以洛陽鉬業“買入”評級。瑞銀髮布研報稱,洛陽鉬業業績預吿大致符合市場預期,投資者反應中性,洛鉬現價相當於12個月企業價值倍數(EV/EBITDA)約6.2倍,過去十二年平均水平7.5倍,對該股持“買入”評級,H股目標價為9.6港元。
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