港股异动|光大证券跌约4%瑞银降其评级至“沽售”大砍目标价
格隆汇8月5日丨光大证券(6178.HK)跌约4%,报5.57港元,成交594万港元,H股总市值257亿港元。瑞银今日发表报告,认为光大证券声誉有受到之前一项有关并购的诉讼所影响,相信股价反映收购MP & Silva Holding S.A.(拥有多项世界级体育赛事版权)的诉讼对公司财务带来的负面因素,更认为该不利因素会长远打击公司声誉及竞争力,而上述情况仍未反映于股价上。该行预期,光大证券以收益计的市占率由2018年的3.2%,跌至2021年的2.7%,下调其2019至2021年的盈利预测最多30%,以反映上述法律风险及市占率下降,评级由“中性”降至“沽售”,目标价更由8.5港元大幅削减至5.5港元,降幅达35%。其他中资券商股也普遍下挫,国泰君安(2611.HK)跌近6%领跌。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.