《大行报告》里昂:飞鹤(06186.HK)成内地三孩概念股首选 H&H和雅士利属黑马
里昂发表报告表示,对於内地落实推行三孩政策,认为会刺激2022年的生育率,惟若缺乏其他政策支持,长线利好作用将会是有限,不过会议还强调了一些该行认为可以长期激发生育意愿的高层次指导方针,包括降低教育成本、加强产假和生育保险相关政策、提高住房和税收支持等。
报告又指,於股票层面,上述消息有助带动相关股的短期投资气氛,当中飞鹤(06186.HK)成内地三孩概念股首选,予「买入」评级及目标价30元;而H&H(01112.HK)和雅士利(01230.HK)均属黑马之选,予「买入」评级,目标价分别为50元及1.7元。
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