《大行》美银证券升洛阳钼业(03993.HK)目标价至7.2元 评级“中性”

阿斯达克财经
24 Mar

美银证券发表研究报告指,洛阳钼业(03993.HK) 去年除税后净溢利按年增长64%,符合早前公布的盈利预告,收入按年升14%,两项数据均创下历史新高。至于上季业绩,除税后净溢利按季增84%,季度表现得到改善。

美银证券表示,考虑到上季业绩及该行最新的预测,上调洛阳钼业2024至26财年的盈测4至5%,惟相信2025财年的盈利上升空间有限,料仅达4%。该行将集团目标价由7元调升至7.2元,不过,鉴于刚果政策的不确定性、今年铜产量增长有限及钴付运量可能下降,重申集团“中性”评级。(sl/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-24 12:25。)

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