南方铜业盘前升2.3% 小摩上调其目标价36% 对铜价积极展望

金吾资讯
12 Dec 2024

金吾财讯 | 南方铜业(SCCO)盘前股价走高,暂升2.3%,报105.89美元。近日,摩根大通将其评级从“减持”上调至“中性”,目标价从68美元上调至92.50美元。摩根大通指出,此次评级上调主要基于将Tia Maria项目纳入估算以及对铜价的积极展望。南方铜业(SCCO)的估值历来高于同行,历史上交易市值倍数(EV/EBITDA)为9倍到10倍,而同行通常为其一半左右。摩根大通分析师...

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