大行评级|大摩:予赣锋锂业目标价14.3港元及“减持”评级 第三季盈利可能承压

格隆汇
15 Jul

摩根士丹利发表研究报告指,赣锋锂业预计中期净亏损介乎3亿元至5.5亿元,相较去年中期为净亏损7.6亿元有所收窄;反映次季表现介乎盈利5,600万元至亏损2.14亿元,相较去年次季为亏损3.56亿元。另外,中期经常性亏损净额达5亿元至9.5亿元,对比去年中期经常性亏损为1.6亿元;反映次季经常性净亏损为2.58亿元至7.08亿元,而去年次季经常性亏损为2.42亿元。该行认为次季表现大致符合预期。若江西宜春等地未见实质减产,近期价格反弹恐难持续,赣锋锂业第三季盈利仍可能承压。该行予其目标价14.3港元及“减持”评级。

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