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《大行报告》大和升洛阳钼业(03993.HK)目标价至2.85元 称股价未反映钴价上涨潜力
阿思达克 10-04 13:55

大和表示,自嘉能可8月初关闭刚果Mutanda铜钴矿,洛阳钼业(03993.HK)股价已上升24%,跑赢恒指23%。不过,钴价一直强劲,期间上涨40%,而铜价下跌了4%。该行认为,投资者专注於铜价,却忽略了钴价进一步上升潜力。大和相信,Mutanda铜钴矿关闭,以及刚果手工矿数量下降,将进一步抬高钴价。该行将洛阳钼业目标价由2.75元升至2.85元,评级维持「跑赢大市」。

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