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《神州民企》紫金毛利率跌十個百分點,5訴訟審理中涉近4﹒7億 @ 2012-08-13T18: Back Hot News
Keyword:紫金 半年
Concept:紫金礦業中期 , 紫金下半年金價
紫金礦業(2899)公布,上半年純利下跌近兩成,至23.84億元(人民幣.下同)。期內銷售收入按年增32%。因...
另一只金礦股紫金礦業(2899-HK),剛於開始市公布業績,半年盈利倒退近兩成,不過股價今早卻未見受拖累,未有出現明顯變化,仍然維持在10天線以上,股價走勢或算大致理想。如料紫金股價在現水平整固過後,或可重新出現升勢,看好或可考慮紫金購18407,行使價3.08元,13年9月到期,實際槓桿3.2倍,引伸波幅55.2%,即使輪價在0.25元以上,但由於此輪對沖值較高,敏感度仍然不俗,正股每移動3格,窩輪理論價移動約2格。
02899公布,上半年銷售收入按年增長32%,但由於期內產品售價下降及成本上升,導致集團整體毛利率下降10.2個百分點,至26.02%,拖累純利下跌近兩成,至23.84億元人民幣。紫金預期,全球經濟持續動蕩,黃金價格有望回升,但影響基本金屬價格的不利因素較多,短期內基本金屬價格仍將維持弱勢。
■庫存上升及需求下降,令有色金屬業務延續了去年第四季度的低迷,拖累紫金礦業(2899)上半年盈利按年倒退近兩成,半年盈利達23.85億元人民幣,每股盈利為10.9分,不派中期息。

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