《大行报告》里昂:飞鹤(06186.HK)回购计划消除疑虑 重申「买入」首选
里昂发表研究报告指,中国飞鹤(06186.HK)事长冷友斌出席论坛活动时表示,注射疫苗影响很多父母的生育计划,预期会大幅影响出生率,令公司股价曾下跌8%。
惟该行指,中国卫健委指示列明注射疫苗并不会影响到怀孕,而公司随後亦对有关言论作出澄清,并宣布动用不超过2亿美元资金进行股份回购,预期有助增强投资者信心,消除市场疑虑。
里昂相信股价下跌提供了收集机会 ,重申「买入」评级,并将飞鹤列入首选名单,基於未来12个月预测市盈率约25倍,给予目标价30元。
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