摩根士丹利发表研究报告指,预计江西铜业(00358.HK) 未来60天的股价,将有70%至80%机会上升。大摩表示,由于约有一半海运硫磺经由霍尔木兹海峡运输,任何航运中断都可能对本已紧绷的市场造成更大压力,其他地区因原油短缺导致炼油厂减产将带来更多风险,而化肥行业亦将争夺有限的硫磺供应。由于江西铜业的铜冶炼主要副产品为硫酸,因此预期公司将可受惠于硫磺短缺的情况。评级“增持”,目标价75元。(sl/...
Source Link摩根士丹利发表研究报告指,预计江西铜业(00358.HK) 未来60天的股价,将有70%至80%机会上升。大摩表示,由于约有一半海运硫磺经由霍尔木兹海峡运输,任何航运中断都可能对本已紧绷的市场造成更大压力,其他地区因原油短缺导致炼油厂减产将带来更多风险,而化肥行业亦将争夺有限的硫磺供应。由于江西铜业的铜冶炼主要副产品为硫酸,因此预期公司将可受惠于硫磺短缺的情况。评级“增持”,目标价75元。(sl/...
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