《大行報告》麥格理升贛鋒鋰業(01772.HK)目標價至208元 獲特斯拉訂單提升收入透明度
麥格理發表報告,重申對贛鋒鋰業(01772.HK)「跑贏大市」投資評級,目標價由198元上調至208元,相當2022年預測市盈率50倍,上調對其2021年至2023年每股盈利預測48%、5%及31%,反映成本效益提升等因素。
該行指,贛鋒鋰業今年第三季收入按季升22%至298.9億人民幣,稅後盈利按年升507%(按季升12%)至10.56億人民幣,符合公司指引,指其第三季業績疲弱因受到高成本所影響。
麥格理指,贛鋒鋰業宣布與特斯拉(TSLA.US)簽署《產品供應合同》,約定自明年1月1日起至2024年12月31日,由公司及贛鋒國際向特斯拉供應電池級氫氧化鋰產品,料可支持贛鋒鋰業未來收入透明度。
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