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《大行報告》瑞銀:贛鋒鋰業(01772.HK)季績遜預期 料投資者反應負面
阿思達克 10-31 09:51
瑞銀發表報告指,贛鋒鋰業(01772.HK)第三季經常性溢利1.6億元人民幣,按年跌97.9%,按季跌95.4%,遠低於市場預期的10億元人民幣,主要因為鋰輝石精礦價格的調整速度,遠慢於鋰化學物價格,差價令人失望,預期投資者對業績反應負面,昨日(30日)交易價格相當於明年預測市盈率5倍、市賬率0.96倍,是自上市以來最低。 該行預期贛鋒鋰化學物的平均售價符合市場現貨價,估計第三季鋰化學物銷量約2萬噸,鋰原料平均售價每噸2,870美元。公司將於11月1日舉行業績後管理層會議。 瑞銀對贛鋒目標價46.96元,評級「買入」,認為電動車原材料行業的風險因素,包括商品價格及匯率走勢、政府監管、全球政局及氣候變化,至於該公司的風險因素,包括鋰輝石及鋰化合物等商品價格走勢、電動車銷售增長,以及電池科技發展情況。
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