摩根士丹利发表研究报告指,已根据五矿资源(01208.HK) 管理层的指引,更新该公司旗下的矿产及成本,将其2026财年的资本开支预测上调至16亿美元,又将铜价按市价调整,以反映年初至今的铜价升势。该行调升五矿资源2026及27年的每股盈测7%及1%,惟受2026年庞大资本开支受拖累,将公司目标价由10元下调至9.8元,相当于预测今年市账率2.8倍,续予“增持”评级。(sl/w)(港股报价延迟最少...
Source Link摩根士丹利发表研究报告指,已根据五矿资源(01208.HK) 管理层的指引,更新该公司旗下的矿产及成本,将其2026财年的资本开支预测上调至16亿美元,又将铜价按市价调整,以反映年初至今的铜价升势。该行调升五矿资源2026及27年的每股盈测7%及1%,惟受2026年庞大资本开支受拖累,将公司目标价由10元下调至9.8元,相当于预测今年市账率2.8倍,续予“增持”评级。(sl/w)(港股报价延迟最少...
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