BOC International has increased its target price for CMOC (03993) by 10.6%, from HK$16.96 to HK$18.76, and upgraded its rating from "Hold" to "Buy." The adjustment follows a 7-9% upward revision in the bank's core earnings per share forecasts for 2026-2027. The report noted that CMOC's 2025 profit grew 50% year-on-year to RMB 20.3 billion, with core earnings aligning with projections after accounting for higher-than-expected hedging losses. BOC International anticipates a 71% year-on-year profit increase in 2026, driven by higher copper output, rising copper and tungsten prices, and contributions from newly acquired gold assets. The stock has regained appeal after declining 34% over the past four weeks.
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