大行評級|傑富瑞:紫金上半年盈喜符合預期 予其目標價19.3港元
傑富瑞發表報吿指,紫金髮盈喜,預計上半年淨利潤146億至155億元,意味按年增長41%至50%,達到市場對其全年估算的51%至54%。該行估算其第二季淨利潤為83億至92億元,意味按年升70%至89%,並將創公司史上季度純利新高。強勁業績符合預期,並反映第二季大宗商品價格的上升。等待8月23日的完整業績公吿。
報吿指,雖然自5月中或下旬以來,現貨銅價和金價有所回調,但仍處於第二季平均水平附近。隨着擴建項目的加速,該行預計下半年紫金的銅產量將高於上半年,可能會增加盈利勢頭。該行予紫金“買入”評級,目標價為19.3港元。
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