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《大行報告》高盛降洛鉬(03993.HK)目標價至5.2元 評級「買入」
阿思達克 03-27 15:55
高盛發表報告指,2022財年業績顯示洛陽鉬業(03993.HK)巴西業務的成本走高,加上與剛果(金)Tenke有關的額外特許權使用費支付存在可能高於採礦協議的風險。 計及銅價2010年起的通脹,目前該行特許權使用費假設為58.5億美元,且Tenke的出口持續受阻,該行將公司今年至後年的經常性盈利預期下調3%至22%。另將今年盈利預測下調3%,以反映銷量預測較低。 該行對洛鉬H股目標價由7元降至5.2元,維持「買入」評級。
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