牛熊異動 | 上調目標價,太古認購證漲240%
美銀將太古評級升至“買入”,目標價上調33%至60港元。今日股價大漲6%,看漲衍生品太A瑞信零甲購A(12392.HK)暴漲240%。
美銀證券發研報稱,將太古評級升至“買入”,目標價上調33%至60港元。隨着新冠病毒疫苖面世,該行相信國泰航空的 前景大爲改善,降低了國泰再次籌集資本的風險,但相信國泰仍會繼續拖累太古的盈利表現。從另外角度看,則會使太古的資產淨值折讓收窄,而太古地產最近出售太古城中心一座寫字樓亦有助提升太古的資產淨值。
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