牛熊異動 | 頤海國際逆市走強,認購證暴漲120%
頤海國際剛剛突破137港元關口,刷新歷史新高,漲幅擴大到16%,頤海瑞信一三購A漲近120%。
中金近日發研報指,考慮市場估值中樞上移,上調頤海國際目標價10%至115港元,維持“跑贏行業”評級。研報顯示,中金預計頤海2020年收入同比增26%,其中全年關聯方,第三方收入分別同比-13.5%,+50%,略低於市場預期。該行預計公司2020年淨利潤同比增32%至9.5億元,符合市場預期。該行基本維持2020/21年盈利預測,引入2022年淨利潤預測15.9億元。
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