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大行評級|花旗:將未來三個月金價目標升至每盎司3000美元 重申招金礦業“買入”評級
格隆匯 02-11 10:12
花旗發表報吿指,該商品團隊將未來三個月金價目標升至每盎司3000美元,相信地緣緊張局勢及環球增長擔憂會推高對黃金的需求。該行料,招金礦業因為其海域金礦(Haiyu Mine)自今年起產量增加而受益於金價上升,預期金價每上升5%,招金今年的純利會增10%。該行重申“買入”評級,目標價18.9港元。另外,該行亦提到,對銅相關公司更加謹慎挑選,並預期五礦資源在2025年的銅產量將有強勁增長,其次是紫金礦業。該行對紫金礦業維持“買入”評級及目標價21.9港元,因為其在產量增長的同時,亦涉足黃金和銅。該行料金價或銅價每升5%,紫金今年的純利將分別增長3%或5%。此外,該行料紫金2025年的礦山黃金和銅產量將按年增長16.4%和7.5%,這與公司指引一致。該行對五礦維持“買入”評級及目標價5.1港元,因為其銅產量增長更為強勁,主要由於Chalcobamba礦坑和Kinsevere擴建項目的推進,預計公司的礦山銅產量在2025年將按年增長19%。
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