You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》瑞銀降嘉里物流(00636.HK)評級至「中性」 目標價上調至18.5元
阿思達克 11-24 10:15
瑞銀發表的研究報告指,嘉里物流(00636.HK)股價自3月尾升逾九成,創下新高,主要受惠貿易前景改善,以及上半年業績強勁,另外有機會分拆泰國快遞業務KETH上市等。該行相信相關因素已反映在股價上,將其目標價由15元升至18.5元,但就將評級由「買入」降至「中性」,預期盈利增長勢頭將持續。在上行情景中,假設公司將以市價出售所有倉庫,並獲利約78億元,在這個情況下其每股估值將達21元。

該行指出全球集裝箱規模增長於8月轉正,主要受惠亞洲與歐洲和北美貿易帶動,該行相信補庫存、美國耐用品穩健增長及競爭環境較容易等,將帶動今年第四季及明年上半年環球海運量增長高單位數至雙位數。而該行預計隨著旺季空運力接近見頂,料價格或有上行壓力,並相信有利的運量及價格將支持公司國際業務維持強勁增長。(el/u) ~

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.
uSMART
Wealth Growth Made Easy
Open Account