Lynas Rare Earths (ASX:LYC) expects to commission and ramp up dysprosium and terbium oxide production capacity within the year, which is expected to provide a modest uplift in earnings, said Euroz Hartleys in a Monday note.
On Friday, China unveiled retaliatory export control measures on certain items related to medium and heavy rare earths, a move that's a "major" sector-wide development, according to the research firm.
The research firm believes the potential extension of export controls to neodymium and praseodymium on further trade tensions would make listed rest of the world rare earth elements company exposures a must-own.
Euroz Hartleys maintained a buy rating with a price target of AU$8.
免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。