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瑞銀:降中信建投證券(6066.HK)目標價至8.1港元 評級“買入”
格隆匯 10-28 12:32

瑞銀髮表的研究報告指,估計中信建投證券(06066.HK)首三季盈利將為37億元人民幣(下同),意味第三季盈利為14億元,雖然受成交量及指數表現影響市場環境具挑戰,但認為科創板保薦業務為其盈利表現帶來支撐,而公司亦是科創板領頭承銷商之一,相信科創板的承銷費用比率較主板為高,而首批科創板股份已在7月上市,估計相關收入將在下半年開始呈現,考慮到近期市況表現及展望,將公司目標價由8.9港元降至8.1港元,但維持“買入”評級,認為公司股本回報率高於同業,而在有利的政策發展下其市場份額有望提升,相關因素均未反映在股價上。

該行認為公司是內地科創板發展中其中一個主要受惠者,因為公司具較強的承銷能力,加上有豐富的財富管理資源等,而首批25家科創板上市公司中,中信建投證券為其中6家的承銷商,而在所有潛在科創板上市申請中公司亦名列首位。

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