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港股异动 | 复星旅游文化涨近9% 券商看高股价至20港元
格隆汇 09-13 12:25
格隆汇9月13日丨正值中秋小长假,复星旅游文化(1992.HK)大涨,半日收报10.64港元,涨幅8.79%,暂成交205万港元,最新总市值131.4亿港元。中信建投研报指,公司2019年H1业绩,归母净利润达到4.9亿元,同比成功扭亏,经调整后净利润达到5.39亿元。旗下亚特兰蒂斯入住率已经达到62.0%,对比全球高端酒店超过70%的入住率水平,未来亚特兰蒂斯的入住率仍有进一步提升的空间,客单价及收入会有望继续增长。同时,公司未来将落地新的大型项目——丽江及太仓,旗下Club Med度假村还将进一步增加,扩张速度将高于2017年及以前。公司是当前较为稀缺的休闲度假旅游标的,且公司自身运营水平较高,在去年业绩扭亏后开始进入快速增长期,未来前景及市场空间广阔。预计公司2019-2020年净利润分别为7.30、10.11亿元,对应PE分别为13、10倍,维持“买入”评级,目标价格6个月20港元。
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