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高盛:升洛阳钼业(3993.HK)评级至“买入” 料钴价已经见底
格隆汇 08-30 15:29

高盛发表报告表示,决定上调对洛阳钼业(03993.HK)投资评级,由原来“中性”升至“买入”,维持未来12个月目标价3.4港元不变,指钴价累挫逾50%後至目前每吨3.2万美元,相信钴价已见底,指抛售已经过度。

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该行指,洛阳钼业股价调整后,目前估值相当预测明年市盈率14倍及市账率0.9倍,指目前股价反映钴价每吨2.56万美元(录自2016年以来最低水平),相信公司可受惠铜价及钴价价格改善。该行料,钴价每吨升1,000美元(升幅3%),料会提高洛钼明年纯利3.4%。

高盛表示,下调对洛阳钼业今年每股盈测由10分人民币(下同)降至9分,维持明年每股盈测13分,同时调高对其2021年每股盈测,由14分升至15分。

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