《大行報告》大摩下調嘉里物流(00636.HK)目標價至17.5元 評級「與大市同步」
摩根士丹利發表報告,嘉里物流(00636.HK)獲內地物流商順豐控股(002352.SZ)入主後,並向嘉里控股出售香港倉庫及台灣業務,基於公司與順豐合作帶來的協同效應包括擴大客戶群、提高海外銷量增長,以及順豐鄂州機場投產後的網絡優化,該行期待嘉里物流的物流營運將於未來2至3年加速。
該行將嘉里物流目標價由23元下調至17.5元,反映獲順豐收購後宣派的特別股息每股7.28元及對其盈利的調整,維持「與大市同步」評級。
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