華盛證券:國際資源(1051.HK)管理層對公司前景甚為樂觀 予目標價0.1港元
華盛證券報告稱,國際資源(1051.HK)主要於香港從事自營投資業務、金融服務業務、放債業務及房地產業務。公司在2015年11月出售其印尼礦山後,手持大量現金並轉營為投資公司。單單計及公司持有之銀行結餘及現金便接近73億,相當於公司市值的五倍以上。除此之外,公司還持有灣仔安盛中心三個辦公室物業連車位(無抵押),以及不少變現能力甚高之上市股本證劵及債券。在收入穩定以及營運開支有限的背景下,現時公司市盈率不足4倍。
另外,現時大股東於2018年5月自中譽集團(0985.HK)以每股0.07港元購入14.13%股權,其後以0.058港元至0.1港元價格增持至現時28.38%水平,反映管理層對公司前景甚為樂觀。假如出現股權變動或派發特別息等行動,公司股價有機會出現爆炸性升勢。
投資者可考慮於0.05港元或之下買入,以0.1港元為長線目標,向下則以0.04港元為止蝕位置。
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