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港股异动 | 复星国际涨近5% 半年收入684.8亿元创历史新高
格隆汇 08-28 10:03
格隆汇8月28日丨复星国际(00656.HK)涨近5%,报10.04港元,成交7334万港元,总市值857.6亿港元。复星国际昨日盘后公布上半年财报,集团业绩创历史新高,收入达人民币684.8亿元(单位下同),同比增长57%;归属于母公司股东的利润达76.1亿元,同比增长11%;产业运营利润达61.2亿元,同比增长52%,每股盈利0.89元,拟派中期息每股现金0.13港元。国泰君安随后发布研报称,公司产业运营持续稳健推进,公司利润结构进一步优化:上半年公司快乐板块归母净利润同比大涨86%,大幅超出市场预期,主要是由于复星旅文、狼队上半年扭亏为盈影响。健康板块归母净利润同比增长4.4%,主要由于研发投入较高,市场开拓成本提升等原因,符合预期。富足板块中,保险和投资业务的归母净利润同比小幅负增长,拖累整体板块归母净利润下滑3%,低于市场预期。整体看公司持续转型产业运营,未来更多利润来源将来自健康、快乐板块,整体产业机构持续优化。维持2019年-2021年EPS预测为1.83元、1.98元、2.18元,维持目标价19.55港元,维持“增持”评级。
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