港股异动丨海信家电涨近4%并表海信日立可改善公司财报质量
格隆汇8月15日丨海信家电(00921.HK)涨近4%,报7.88港元,成交979万港元,H股总市值107.4亿港元。公司即将召开临时股东大会审议批准以2500万元收购海信日立0.2%股份的事项,交易完成后,海信家电将持有海信日立49.2%的股权,并将海信日立纳入合并报表范围。中金公司发布研报,维持海信家电2019/20年EPS预测1.16/1.39元。维持跑赢行业评级,维持A股目标价16.25元,考虑人民币贬值及地产交房表现不及市场预期,下调H股目标价18%至11.5港元,但目标价仍较现价存46%的潜在升幅。中金称,合并海信日立有利于估值提升,公司的资产、收入和现金流规模都将有较大的提升,整体的毛利率也将得到改善。
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