《大行報告》大和下調贛鋒鋰業(01772.HK)目標價至215元 評級「買入」
大和發表報告,指由於鋰輝石成本年初至今已上漲了逾3.7倍,投資者擔心贛鋒鋰業(01772.HK)利潤率水平,其在第三季的利潤已經差過預期,主要由於合約銷售均價不符預期。該行下調集團2021-22年每股盈測4.7%至6.9%,目標價由225元削減至215元,重申「買入」評級。
大和指,隨著低成本項目開展,預計贛鋒鋰業今年毛利率將由去年的21%,上升至34%。該行認為,大部分投資者未有考慮到其鋰化合物產能擴展將在2023年釋放效應。
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