大摩：降五矿资源(01208)目标价至9.8港元续予“增持”评级

智通财经03-24

智通财经APP获悉，摩根士丹利发布研报称，已根据五矿资源(01208)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港元下调至9.8港元，相当于预测今年市账率2.8倍，续予“增持”评级。

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大摩：降五矿资源(01208)目标价至9.8港元 续予“增持”评级

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大摩：降五矿资源(01208)目标价至9.8港元续予“增持”评级