《大行报告》大摩看好金价下半年前景原材料股首选招金、马钢及海螺水泥等
摩根士丹利发表报告表示,假设中美贸易谈判进展良好,该行将看好铜行业前景;但倘若中美贸易谈判压力持续,该行则看好建材、钢铁及水泥行业。
该行指,在金属行业中看好黄金,因料美联储局未来将会减息、美元汇价前景会转弱,兼且宏观经济前景不明,该行估计国际金价将於今年下半年至明年上半年有上升空间,料金价於下半年每盎司达1,435美元。
大摩指,在中资金属及原材料股中首选马钢(00323.HK)、海螺水泥(00914.HK)、冀东水泥(000401.SZ) 、华新水泥(600801.SH)及招金矿业(01818.HK)。该行重申对招金矿业「增持」评级,上调其目标价由8.3元升至9.49元,并调高对其今明两年纯利预测各19%及20%,反映调高对国际金价预测。
该行称,维持对马钢(00323.HK)「增持」评级,但下调目标价由4.6元降至4元;该行维持对海螺水泥(00914.HK)「增持」评级,将目标价由56元升至58元。
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