建银国际料金价升势仅属起步未来或可涨三成荐招金及山东黄金
建银国际发表报告表示,美联储局议息声明「放鸽」,市场憧憬当局下次会议可能将会减息,金价近日亦录自2013年7月以来高位;美国十年期国债债券孳息率跌至2厘以下;基於贸易战压力、全球经济增长放缓,料资金会在联储局减息前流入黄金市场。
该行指,由於全球经济前景不明朗,黄金传统上可於此环境下跑赢大市,并相信今次亦不会例外。该行估计,国际金价於2019年余下时间及2020年上半年进一步上升,料国际金价未来或可攀升至每盎司1,900美元,较目前潜在升幅37%,而该行料金价於2020年至2021年平均处於每盎司1,380美元。
建银国际指,在中资黄金股推介招金(01818.HK)及山东黄金(01787.HK),均予「跑赢大市」评级,分别予目标价9.5元及23.2元,指行业首选股为招金。该行料,金价每上升5%,可提升招金及山东黄金2020财年盈利预测各25%及23%。(wl/u)
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