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《大行》中銀國際予中廣核礦業(01164.HK)目標價2.4元 重申「買入」
阿思達克 06-04 14:40
中銀國際研究報告指,中廣核礦業(01164.HK)日前與母公司簽訂2026至2028年新定價框架協議,新定價公式設置爲30%基準價加70%現貨價格,該行認爲反映了公司對價格的樂觀預測及良好的公司治理。另外,Meta(META.US)日前亦與星座能源簽署協議,保障後者的克林頓清潔能源中心核電站延續運行20年,該行認爲有關協議再次印證核電在科技巨頭的數據中心競爭中的重要性,並將同時提振天然鈾需求和投資情緒。 該行重申對中廣核礦業的「買入」評級,目標價2.4元,並繼續看好集團在天然鈾牛市中的前景,考慮到未來的供需缺口,認爲牛市還遠未結束。
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