大行每日評級 | 大行聚焦“來港易”受惠公司
今日看點:
1. 野村重申周大福(01929)“買入”評級,目標價升至16.1港元。中金維持周大福“跑贏行業”評級,目標價升20%至15.15港元。大行均對其在內地及香港的業務強勁復甦充滿信心。
2. 花旗重申對友邦保險(01299)“買入”評級及目標價116港元。來港易計劃對友邦香港旗下抵港內地人士之保險業務(MCV)業務的影響重大,料未來將有進一步放寬本港與內地邊境管制措施(如建立便利的雙邊旅行安排),或可能對其預測帶來上行空間。
3. 瑞銀維持李寧(02331)“買入”評級,目標價升9.8%至64.8港元。該行表示,超十名中國明星宣佈與國際品牌中斷合作,相信中期會對李寧利好,同時能獲得更多代言資源,相信會有更多名人選擇穿着李寧產品示衆,預計將會爲時裝產品帶來更大影響,將會受到更多顧客歡迎,公司也將會以科技去推動銷售。
4. 摩根士丹利認爲ViacomCBS(VIAC)短期有上漲空間,予以其目標價50美元,維持“持有”評級。雖然短期內投資者能得到一定的獲利空間,但該行認爲,從長期來看,該公司流媒體業務的盈利能力以及旗下流媒體服務Paramount Plus在全球的吸引力仍存在不確定性。

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