JPMorgan Raises Target Price for Zijin Mining (02899) to HKD 42, Upgrading Earnings Forecasts and Maintaining Preferred Stock Status

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JPMorgan's latest research report indicates that Zijin Mining (02899) demonstrated resilient growth in its third-quarter operations, reaffirming a positive outlook. The company benefits from both macro and micro tailwinds that suggest a constructive outlook for gold and copper prices. The successful spinoff of its overseas business opens new growth avenues. Additionally, the gold segment's increased profit contribution solidifies its role as a key growth engine. Given the rising momentum of metal prices and strong production fundamentals, JPMorgan has raised its earnings forecasts for Zijin from 9% to 20% for the years 2025 to 2027. The target price for its H-shares has been increased from HKD 28 to HKD 42, while maintaining its position as a preferred stock in the industry with an "Overweight" rating.

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