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MMG LIMITED 2018-06-12T09:44 財經茄呢啡 五礦資源(1208)的中國銅資源儲量最豐富,其次是紫金(2899)和江銅(358),產量方面。五礦資源近10年前已開展了海外併購步伐,2009年收購澳洲OZ礦業的銅、鉛鋅和鎳礦資產,以及坐擁非洲剛果(金)的Kinsevere銅礦。五礦資源去年因旗艦項目秘魯Las Bambas銅礦首年滿負荷生產的帶動下,銅產量接近60萬噸,排名超越了力拓、第一量子和英美資源,全球產量躍升至第八大。
MMG LIMITED 2018-06-12T09:38 財經茄呢啡 德銀早前發表報告指,隨著五礦資源(1208)的澳洲Dugald River鋅礦項目的開採增加,五礦在2018年將產生18億美元的強勁自由現金流,2019年為20億美元,將顯著減少五礦的淨債務。德銀對五礦估值為2019年預測市盈率9.4倍,較全球同業折讓26%,潛在上升空間27%。

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