《大行報告》瑞信下調江銅(00358.HK)目標價至10.5元 評級「中性」
瑞信發表評級報告指,江銅(00358.HK)第三季淨利潤按年跌14%至13億元人民幣,符合市場預期,該行認為盈利下跌主要是期內銅價下跌;展望未來,該行認為由於供應增長超於需求增長,料未來銅價將面臨進一步下行風險,並下調今年第四季銅價預測由每噸8,380美元,下調至7,500美元。該行料2023至2024年間,全球銅供應過剩達每年100萬噸。
該行下調公司今年至2024年各年盈測分別6.5%、2%及2%,並將其目標價由11.1元下調至10.5元,維持其評級為「中性」。
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