中广核矿业Uranium price gap likely to further na

招银国际
15 May

一、核心观点与投资建议CMB国际全球市场研究团队维持对中广核矿业(1164HK)的“买入”评级,目标价为2.18港元。报告认为,铀现货价格的复苏将成为推动公司股价上涨的关键催化剂。目前铀现货价格约为70美元/磅,较合同价格(80美元/磅)低约13%,但随着市场对关税战担忧的缓解以及美国计划扩大核电装机容量,预计现货价格将进一步向合同价格靠拢。这将对公司盈利产生积极影响。二、铀市场价格趋势分析报告...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10