高盛:予招商局港口(0144.HK)15.2港元目標價 評級買入
高盛發表研究報吿指,招商局港口(0144.HK)昨日發盈喜,預期上半年盈利按年上升多於170%,意味着盈利將超過42億港元。該行予集團目標價15.2港元,評級為買入。
集團表示,盈利大增主要是由於原持有20.05%股權的遼寧港口股權交換合併交易完成後,所產生的未披露金額的非現金視為處分資產收益。現時集團對該公司股權已被稀釋至12%。另集團於上半年港口項目完成的集裝箱總吞吐量及散雜貨吞吐量分別按年增長約21%及43%。
另外,集團持有26.8%的聯營公司上港集團利潤貢獻顯著增加,初步數據顯示,截至7月2日,其淨利潤按年增長122.5%至85億元人民幣。高盛預期,單單計算上港集團的利潤增長,已經可以促使集團的盈利增加約15億港元。

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