《大行》招銀國際降中廣核礦業(01164.HK)目標價至2.42元 續籲「買入」
招銀國際研究報告指,預期中廣核礦業(01164.HK)上半年將錄得淨虧損約6,800萬元人民幣,主要因鈾貿易業務錄得一次性的負利潤,以及上半年現貨鈾價下跌或影響合資採礦企業的利潤。因此,該行將公司2025年盈利預測下調47%至2.6億元人民幣,但認為上半年的影響只是一次性,料貿易業務利潤將於下半年回復正數。另外,隨著鈾現貨價格自5月回升,該行預計合資企業利潤將於下半年反彈。
展望2026年,該行認為中廣核礦業與母公司簽訂的新採購協議定價機制將採用更高合約價格,有望推動盈利增長。因此,該行維持對其「買入」評級,目標價由2.61元下調至2.42元。
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