《大行》中银国际升中广核矿业(01164.HK)目标价至2.4元 重申为今年板块首选

阿斯达克财经
Jan 21, 2025

中银国际发表报告,更新中广核矿业(01154.HK)2026年盈利预测,基于新的铀价及定价程式假设,并上调对该股目标价,由2.1元升至2.4元,相当于预测2026年市盈率10倍,评级“买入”。该行重申中广核矿业为今年行业首选股。该行指,转化铀及浓缩铀成本自2022年以来急升,情况在美俄去年5月及11月分别制裁对方浓缩铀而加剧。为部分地抵销俄罗斯供应,估计将产生2,240吨额外铀需求。此外,美国...

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