《大行報告》裏昂上調復星旅文(01992.HK)目標價至13.6元 評級「跑贏大市」
裏昂發表報告表示,復星旅文(01992.HK)料上半年蝕20億至21.5億人民幣,主因集團度假村Club Med業務持續疲弱所致,因此該行將調整其今年全年虧損預測,由10億元增至24億元人民幣,料復甦之路緩慢,明年料錄虧損2.9億元人民幣,2023年料扭虧轉賺6.27億元人民幣。
該行補充,復星旅文料三亞亞特蘭蒂斯營業額按年升約152%,EBITDA利潤率料錄約49%,相信其經營利潤較高將支持該物業更高長期價值,故將其目標價由12.8元上調至13.6元,維持「跑贏大市」評級。
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