《大行報告》里昂:飛鶴(06186.HK)回購計劃消除疑慮 重申「買入」首選
里昂發表研究報告指,中國飛鶴(06186.HK)事長冷友斌出席論壇活動時表示,注射疫苗影響很多父母的生育計劃,預期會大幅影響出生率,令公司股價曾下跌8%。
惟該行指,中國衛健委指示列明注射疫苗並不會影響到懷孕,而公司隨後亦對有關言論作出澄清,並宣布動用不超過2億美元資金進行股份回購,預期有助增強投資者信心,消除市場疑慮。
里昂相信股價下跌提供了收集機會 ,重申「買入」評級,並將飛鶴列入首選名單,基於未來12個月預測市盈率約25倍,給予目標價30元。
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