《大行報告》匯豐研究升洛陽鉬業(03993.HK)目標價至6.9元 盈利符預期銅銷售強勁
匯豐研究發表報告指,洛陽鉬業(03993.HK)(603993.SH)去年除稅後淨溢利按年升36%至82億元人民幣,意味著上季盈利為58億元人民幣,符合預期。由於銅的銷售增加,TFM和KFM銅鈷礦的利潤超出預期。
匯豐研究表示,由於洛陽鉬業的均價較高、TFM和KFM礦山增產帶來的銷量穩健增長、銅庫存水平及基數較低,預計2024年的盈利將按年增長44%,在同業中屬於最快。該行維持對集團「買入」評級,目標價由6.6元上調至6.9元。
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