港股異動 | 嘉裏物流半日漲逾3% 機構指其有機會於明年分拆泰國業務上市
格隆匯12月13日丨嘉裏物流(0636.HK)午間收報12.6港元,漲3.45%,暫成交821萬港元,最新總市值216億港元。美銀證券最新發報告指,出席分析員會議後,維持對嘉裏物流“買入”評級,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(嘉裏物流泰國)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。據悉,嘉裏物流是亞洲領先的物流服務供應商,曾公佈截至6月30日止中期業績指,中期純利同比增長194%至27.90億港元,中期股息每股9港仙。
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