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港股异动︱中粮肉食续涨逾3% 获中金首次覆盖并予“跑赢行业”评级
格隆汇 09-19 14:51
格隆汇9月19日丨中粮肉食(1610.HK)昨日大涨8.47%后,今日续涨。现报2.65港元,涨3.52%,暂成交5639万港元,最新总市值103亿港元。据国家统计局本周一发布的数据,今年9月上旬生猪(外三元)价格为28.4元/千克,较8月下旬涨5.2%。分析人士预计随着疫苗事件的逐步消化,板块将迎来进一步上涨。中金日前发研报指,预计中粮肉食2019、2020年EPS分别为0.10、0.57元人民币,认为猪价上涨将带动公司2020年业绩大幅释放,当前股价对应2019/2020年20.4/3.7倍市盈率。首次覆盖并给予“跑赢行业”评级,目标价3.6港元,对应2019/2020年31.2/5.8倍市盈率,目标价较昨日收盘价(2.56港元)有40%向上空间。
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