《大行報告》大摩相信滔搏(06110.HK)股價15日內將升 評級「增持」
摩根士丹利發表報告表示,滔搏(06110.HK)現價相當於該行2022財年預測市帳率13倍,認為股價已過度反映宏觀不利因素,並認為公司較佳的營運能力被低估,估計2022財年上半年盈利表現將為股價的催化劑。
該行指出,滔搏於2020財年、2021財年上半年及2021財年的盈利表現均高於市場預期,預期公司2022財年銷售錄升7%,經營溢利增長為12%。
大摩認為,滔搏股價未來15日內將會上升,機會率達70%至80%,予其目標價為13.8元及「增持」評級。
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