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大行評級|高盛:上調洛陽鉬業目標價至8.5港元 維持“買入”評級
高盛發表研究報吿指,洛陽鉬業上半年淨利潤為54.2億元,每股盈利0.251元,符合早前公司的盈利預測。該業績高於該行預期,主要是由於Kisanfu的產量上升及貿易業務勝於預期,但税項增加抵銷了部分影響。該行上調集團2024至26年的經常性利潤預測6%至10%,目標價由8港元調升至8.5港元,並維持“買入”評級。該行表示,由於剛果礦山持續擴張,預期集團2023至26的銅及鈷產量平均複合年增長率為25%。
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