《大行報告》摩通上調惠理(00806.HK)目標價至6.1元 評級「增持」
摩根大通發表研究報告指,惠理(00806.HK)2020年度表現費及初投資本投資公允值收益帶動下,業績勝預期,因此將2021至2022年盈利預測分別上調17%及25%。
報告指出,惠理去年表現費按年大增近三倍至15億元,投資收入亦升35%,推動盈利增長1.7倍。摩通認為,期內資產管理規模雖因淨流出導致下跌,但內地市場有發展機會,加上集團致力多元化產品及客戶群,未來幾季資產管理規模料可回升。
該行指,惠理年初至今股價上漲超過25%,目標價由5.4元上調至6.1元,並維持「增持」評級。
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