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《大行報告》瑞信上調招金(01818.HK)目標價至12.8元 評級「跑贏大市」
阿思達克 06-13 09:48
瑞信發表報告指,隨著黃金交易量上升,招金礦業(01818.HK)將成為金價上升的主要受惠者。該行預計,由於投資者預期利率將下降,令金價得到支持,而這在黃金業務中一個難得的機會。 該行將集團2023及24年的盈利預測分別上調28%和23%,以反映更高的利潤率,因為銷量提升可以降低單位成本,又將目標價由7.7元上調至12.8元,維持「跑贏大市」評級。該行提到,從中長線來看,如果美國經濟陷入衰退,市場預計美國可能會減息,令金價受支持。
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