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大和下调复星国际(0656.HK)目标价至18港元维持“买入”评级
格隆汇 08-02 12:55
大和研究报告指复星国际(0656.HK) 受到国际市场情绪波动影响,令投资者担心其表现,但该行相信目前公司“ 购入及营运 ”模式是如常,维持“ 买入 ”评级,目标价由20港元降至18港元。
公司上半年继续其趁市场低迷寻宝策略,收购英国投资基金Tenax主要权益,及德国自动化生产线解决方案提供商FFT,而公司在美国的占比其实很少。公司亦积极投资在增长项目中,有助保持健康的负债比率和流动性,因此评级机构标普亦将其展望由“ 稳定 ”升至“ 正面 ”。
该行预期公司会公布更多地域分布、主要的附属贡献等资料。预期公司上半年盈利增长为5%。
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