《大行报告》大和一举降嘉里物流(00636.HK)评级至「持有」 目标价升至26元
大和发表研究报告,引述嘉里物流(00636.HK)管理层指对与顺丰控股(002352.SZ)合作充满信心,料交易有利股东。大和亦料其与顺丰国际业务合并可带来协同效应,但对市场流通性看法审慎。该行料嘉里物流股价升势暂歇,股价催化剂较少,评级由「买入」一举降至「持有」,目标价由21元升至26元。
该行下调嘉里物流2021至2022年每股盈测介乎25%至26%,反映出售台湾资产及香港仓库资产。大和亦建议投资者接受收购要约。
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