《大行报告》麦格理下调嘉里物流(00636.HK)目标价14.3元 评级「跑赢大市」
麦格理发表报告指,嘉里物流(00636.HK)管理层预计来自本地政治事件及所面临亚太区市场竞争,将为业绩带来进一步压力,惟该行相信嘉里物流将持续稳定增加派息,此主要受惠於其资产出售计划。
为反映近期不利因素,该行决定下调对嘉里物流2019年至2021年盈测9%至14%,目标价相应下调6%至14.3元,此相当预测明年市盈率15倍,维持对其「跑赢大市」评级。
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