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《大行报告》美银证券上调中外运(00598.HK)目标价至4元 评级「买入」
阿思达克 04-12 10:24
美银证券发表报告,预期中外运(00598.HK)可受惠於空运强劲的收益率及货量增长;去年恢复相对落後於货运代理的物流业务有所复苏;及欧洲快速运输和货运代理业务KLG的进一步融合。报告称,作为公司有史以来最大海外并购,顺利整合KLG,将为未来并购做好准备,让中外运可为客制化物流提供终端对终端解决方案,改善客户粘性,及长远提升利润率。

该行表示,集团今年首季利润表现强劲,其公布核心盈利料介乎7.61亿至7.97亿元人民币,较去年首季的1.83亿元人民币,及2019年首季的4.86亿元人民币大幅增长。

美银上调中外运股份目标价18%,由3.4元升至4元,评级维持「买入」,考虑首季业绩强劲,并调升集团今明两年盈测介乎6%至7%。

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