《大行報告》大摩看好金價下半年前景原材料股首選招金、馬鋼及海螺水泥等
摩根士丹利發表報告表示,假設中美貿易談判進展良好,該行將看好銅行業前景;但倘若中美貿易談判壓力持續,該行則看好建材、鋼鐵及水泥行業。
該行指,在金屬行業中看好黃金,因料美聯儲局未來將會減息、美元匯價前景會轉弱,兼且宏觀經濟前景不明,該行估計國際金價將於今年下半年至明年上半年有上升空間,料金價於下半年每盎司達1,435美元。
大摩指,在中資金屬及原材料股中首選馬鋼(00323.HK)、海螺水泥(00914.HK)、冀東水泥(000401.SZ) 、華新水泥(600801.SH)及招金礦業(01818.HK)。該行重申對招金礦業「增持」評級,上調其目標價由8.3元升至9.49元,並調高對其今明兩年純利預測各19%及20%,反映調高對國際金價預測。
該行稱,維持對馬鋼(00323.HK)「增持」評級,但下調目標價由4.6元降至4元;該行維持對海螺水泥(00914.HK)「增持」評級,將目標價由56元升至58元。
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