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《大行》美銀升江銅(00358.HK)目標價至17元 中期盈利勝預期
美銀髮表示研究報告指,江銅(00358.HK)上半年稅後淨利潤按年升15%至42億元人民幣,意味着次季稅後淨利潤按年升17%至22億元人民幣,勝於預期。該行對銅礦開採持樂觀態度,主要是營運中斷導致銅精礦供應緊張,但江銅的銅礦開採量僅佔其總產量的不到10%。 該行將江銅今年稅後淨利潤預測上調28%至72億元人民幣,明年則上調18%至70億元人民幣,同時將其目標價由11元上調至17元,其評級爲「跑輸大市」。
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