《大行報告》摩通降贛鋒鋰業(01772.HK)及天齊鋰業(09696.HK)目標價 評級「減持」
摩根大通發表報告,指贛鋒鋰業(01772.HK)及天齊鋰業(09696.HK)今年以來股價累跌20至29%,較國企指數同期表現跑輸14%至23%,主要是由於盈警和鋰礦供需前景黯淡。
該行對行業維持審慎態度,並等待大量礦場關閉以重新平衡市場。負面催化劑為下游需求較預期弱,鋰價下跌,以及進一步撥備尚未於股價內反映。因此,該行建議投資者逢高賣出。贛鋒鋰業H股目標價由18元下調至15元,天齊鋰業H股目標價由29元降至24元,評級同為「減持」。
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