BUZZ-TD Cowen 上调黄金和白银矿产商的预期收益率

Reuters
Oct 18, 2024

((自动化翻译由路透提供,请见免责声明 ))

10月18日 - ** 券商 TD Cowen 上调多家贵金属矿商的目标价

** 鉴于金价创历史新高且成本预期相对平稳,道明高华预计第三季度将表现强劲

** 中东地缘政治不稳定、美国美联储降息、避险资金流入、央行买盘和美元走软都是黄金在第三季度屡创新高的原因 - 道明高华

** 券商预计下半年金价将继续扩大利润空间

** 预计白银将有更大的上涨空间,因为美国联邦储备理事会(美联储/FED)将继续降息,这将有助于刺激制造业需求

券商上调以下公司的预测利率:

公司 新预测值 旧评级 评级

巴里克黄金公司 $27 $25 买入

<GOLD.N

纽蒙特公司<NEM $57 $48 持有

.N

阿格尼科-伊格 $105 $91 买入

尔矿业<AEM.N

金罗斯黄金公司 $13 $11 买入

<KGC.N

B2Gold Corp <B C$7.50 C$6.50 买入

TO.TO

阿拉莫斯黄金公 C$35 C$31 买入

司<AGI.TO

伦丁黄金公司 < C$38 C$27 买入

LUG.TO

泛美银业<PAAS. $28 $27 买入

N

First Majestic C$9.50 C$7.50 持有

Silver <AG.TO

奋进银业公司 < C$7.50 C$7 买入

EDR.TO>

MAG Silver Cor C$25 C$22 买入

p 银

矿公司

赫克拉矿业<HL. $8.50 $8 买入

N

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