《大行報告》大和降嘉里物流(00636.HK)評級至「跑贏大市」 目標價上調至12.5元
大和發表研究報告,指在部分同業公布今年首季盈利按年跌逾10%後,嘉里物流(00636.HK)在昨日(12日)舉行了視像會議,並提供了集團首季的經營更新。
該行表示,經過2月因疫情爆發導致明顯下跌後,嘉里的中國業務在3月有強勁反彈,加上1月的增長按年持平,集團管理層預期雖然首季盈利按年會下跌,但屬於可控,表現或跑贏同業。而管理層亦指4月的復甦加快,且5月仍然強勁,並預期第二季的盈利按年會有增長。
大和認為,嘉里今年上半年的盈利指引優於預期,上調集團今年至2022年經調整每股盈利預測21%至33%,股份目標價由11.8元升至12.5元。不過由於其股價由3月的低位已反彈25%,投資評級由「買入」下調至「跑贏大市」。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.