建銀國際料金價升勢僅屬起步未來或可漲三成薦招金及山東黃金
建銀國際發表報告表示,美聯儲局議息聲明「放鴿」,市場憧憬當局下次會議可能將會減息,金價近日亦錄自2013年7月以來高位;美國十年期國債債券孳息率跌至2厘以下;基於貿易戰壓力、全球經濟增長放緩,料資金會在聯儲局減息前流入黃金市場。
該行指,由於全球經濟前景不明朗,黃金傳統上可於此環境下跑贏大市,並相信今次亦不會例外。該行估計,國際金價於2019年餘下時間及2020年上半年進一步上升,料國際金價未來或可攀升至每盎司1,900美元,較目前潛在升幅37%,而該行料金價於2020年至2021年平均處於每盎司1,380美元。
建銀國際指,在中資黃金股推介招金(01818.HK)及山東黃金(01787.HK),均予「跑贏大市」評級,分別予目標價9.5元及23.2元,指行業首選股為招金。該行料,金價每上升5%,可提升招金及山東黃金2020財年盈利預測各25%及23%。(wl/u)
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