《大行報告》瑞銀下調復星國際(00656.HK)目標價至11.5元 評級「買入」
瑞銀發表研究報告指,復星國際(00656.HK)日前發布盈利預警,預計上半年利潤將按年下跌71%至76%,主要由於旅遊業務受疫情打擊,旗下Club Med度假村和亞特蘭蒂斯酒店期內嚴重受影響,以及投資公允價值損失。
該行指出,管理層預期下半年業務將有所恢復,並透露中國業務已回復增長,海南亞特蘭蒂斯酒店5月份達到與去年相若水平,歐美的Club Med陸續重新開放,加上市場表現反彈,投資公允值料有所回升。
瑞銀預計,復星上半年處置資產量將多於收購,為流動性提供進一步緩衝,基於盈警將目標價由12元降至11.5元,評級「買入」。
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