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JIANGXI COPPER(00358.HK):2018 INTERIM RESULTS IN LINE MAINTAIN"NEUTRAL"

国泰君安国际控股有限公司2018-09-06
The 2018 interim results of the Company were generally in line withmarket consensus and our estimation. Total revenue of the Companyincreased 6.41% yoy to RMB 104.02 billion, and net profit attributable toshareholders increased 36.32% yoy to RMB 1.33 billion.
Maintain metal price assumptions unchanged. We expect gold price toremain flat in 2018 and to fluctuate at around the level of US$ 1,250/oz. Wealso expect the global copper market to be more stable and the averagecopper price may be around US$ 6,000/t-US$ 6,500/t.
Maintain mining output assumptions unchanged. In 2018, the Companyplans to produce 1.42 million tons of refined copper, 0.21 million tons ofmined copper and 25.6 tons of gold. The Company generally fulfilled itsoutput target in the first half of 2018. Production of the Company has beenstable, so we maintain mining output assumptions unchanged.
Revise down TP to HK$ 9.30 but maintain "Neutral".

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