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《大行》高盛升洛陽鉬業(03993.HK)目標價至10.8元 續籲「買入」
阿思達克 09-01 15:40
高盛研究報告指,洛陽鉬業(03993.HK)上半年淨利潤達86.7億元人民幣(下同),按年增長60%。若剔除一次性項目,經常性淨利潤為86.2億元,按年增長52%,高於市場預期,但較該行預期低8%,主要因剛果(金)業務銷售成本高於預期。 該行對洛鉬2025至27年經常性盈利預測上調5%至9%,H股目標價由9.5港元升至10.8港元,洛鉬A股(603993.SH)目標價由11.5元人民幣升至13元人民幣;預期銅價及其他稀有金屬價格上升,將推動今年全年經常性利潤增長38%,維持「買入」評級。
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