《大行》富瑞:五矿资源(01208.HK)配股兼发可转债募集资金 对中长期增长和战略定位正面

阿斯达克财经
Jun 17

富瑞发表研究报告指,五矿资源(01208.HK) 宣布透过配股及发行可换股债券,以募集16亿美元。该行认为,这种混合结构降低了五矿资源的加权平均资本成本(WACC),同时保留了对铜价的完全杠杆效应。整体而言,虽然配股将于短期内对股价构成暂时的负面影响,但这次集资在公司层面上对中长期增长和战略定位仍属于正面。该行续予五矿资源“持有”评级,目标价10元。该行认为五矿资源股票的风险回报平衡,但在铜价上升...

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