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《大行報告》高盛降中信股份(00267.HK)評級至「沽售」 目標價下調至7元
阿思達克 11-02 10:20
高盛發表報告調降中信股份(00267.HK)評級,自「中性」降級至「沽售」,目標價自7.3元下調至7元。報告指,降級主要反映中信股份盈利料將於2022年及2023年分別倒退10%及4%,一反去年21%的強勁增長勢頭,基於進入物業下行週期對中信股份各項業務造成負面影響,由於其物業、銀行、商品及製造業等業務亦與房地產市場有所聯繫。該行並料鐵礦石及鋼材價格於2022年及2023年下降,及中信股份自身業務多元化進展減慢;又指出其股價在本年至今累升43%後估值已與其他中港綜合企業看齊。
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