美銀證券:上調嘉裏物流(0636.HK)目標價至14.7港元 評級“買入”
美銀證券發表報告指,出席分析員會議後,維持對嘉裏物流(0636.HK)
評級“
買入
”,儘管面對宏觀環境挑戰,管理層仍預期今明兩年可錄得盈利增長,並認為Kerry Express Thailand有機會於明年上半年分拆上市以釋放價值,目前估值吸引。
該行上調嘉裏物流今年全年盈測4%,反映其香港業務增長,2020年及2021年盈利亦上調1%至2%,目標價相應自14.6港元上調至14.7港元。
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