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洛鉬(03993.HK)炒高一成創歷史高 次季純利升41%獲花旗升目標價
阿思達克 08-25 11:17
洛陽鉬業(03993.HK)今早(25日)高開4.1%,早段升幅擴大,曾升11.5%,高見12.03元創歷史高。現報11.95元,升10.75%,成交5,743.79萬股,涉資6.69億元。 以中國企業會計準則計,集團上半年營業收入947.73億人民幣(下同),按年下降7.8%。歸屬股東淨利潤86.71億元,增長60.1%,再創同期歷史新高,每股收益41分。不派息。 花旗稱,洛鉬上半年銅產出超預期,上半年純利符早前公布的業績預告,並估算其次季純利47億元,按年升41%,按季升20%。上半年業績上升主要受惠金屬價格上升及銅銷量增加。次季純利按季上升主因實現更高銅銷量及鈷價上升。該行修訂盈測,H股目標價由原先11.2港元升至13.4港元,維持「買入」評級,亦開啟90日上行催化觀察,因美國減息預測升溫,短期將支持銅板塊股份。
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