港股异动|惠理集团跌逾5%受累于近期大中华区股市疲弱表现
格隆汇8月13日丨惠理集团(0806.HK)跌逾5%,报3.92港元,成交1357万港元,总市值72.7亿港元。惠理集团是香港起家的,亚洲最大的独立资产管理公司之一。近期大中华区股市表现疲弱,尤其是香港股市自7月下旬以来更是出现了断崖式暴跌。大和昨日发表研究报告,下调惠理集团目标价33.3%,由原来的7.5港元降至5港元,维持“优于大市”评级。大和表示,集团在今年6月底的资产管理规模增长21%至181亿美元,但由于高基数效应,预计今年上半年集团的资产管理规模将按年下跌3%。该行又估计,集团的平均管理费率将会上升,主要由于旗舰固定收益基金的管理费率达1.5%,高于大部分股票基金0.7%至1.25%的管理费率。该行又将集团2019至2021年的每股盈利预测下调18%至59%,但预期集团整体基金表现仍然正面。
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