金吾财讯 | 招银国际研报指,中广核矿业(01164)昨日收盘后发布盈利预警,预计2024年税后净利润同比下降1.31.8 亿港元。下降的原因包括(1)一次性补缴以前年度分红预提税,这是在市场预期之内;(2)Paladin Energy(PDN AU,未评级)收购 Fission Uranium 的换股交易导致公允价值变动。中广核矿业指出,如剔除这些项目,预计2024年持续经营税前利润同比增加2.3-2.8亿港元。该行估计这意味着2024 年税前经营利润同比增长 41-50%,略好于该行的预测。
该行指,中广核矿业将于3月20号公布全年业绩,并于21号举行业绩发布会。该行维持“买入”评级,目标价为2.36港元,基于3倍净现值。
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