《大行报告》瑞银升金界控股(03918.HK)评级至「买入」目标价微降至11.2元
瑞银报告指,金界控股(03918.HK)自4月份以来股价已下跌20%,跑输恒指同期表现,主要是受环球贸易紧张局势以及集团旗下Naga 3项目发展消息影响。该行仍然看好集团强劲的盈利增长潜力,料今明两年的EBITDA增长分别达到33%及接近10%,是亚洲区最好的股份之一。
再者,该行指金界控股目前的企业价值对EBITDA为7.4倍,接近五年平均水平,计及集团Naga 2项目成功的往绩,认为现时估值吸引,因此,将股份评级由「中性」上调至「买入」,目标价由11.3元略下调至11.2元。
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