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《大行報告》大摩將江西銅(00358.HK)納入中港焦點名單 剔出海螺水泥(00914.HK)及招金(01818.K)
阿思達克 12-21 10:20
摩根士丹利發表研究報告,將江西銅業(00358.HK)納入中港焦點名單,指其為該行在中國資源板塊中的首選。公司是中國最大銅生產商,每年電解銅產量為94萬噸,佔全國總量14%。

該行又指,銅將受惠於宏觀環境的支撐、通貨再膨脹周期及中國製造業復甦等因素,預期公司將會在銅價上升之下受惠,將公司2020至2022年的每股盈利預測分別上調至0.78元人民幣、1.22元人民幣及1.3元人民幣。

另外,該行將海螺水泥(00914.HK)及招金(01818.K)剔出中港焦點名單。

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