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《大行報告》麥格理升統一(00220.HK)評級至「跑贏大市」 目標價下調至8.2元
阿思達克 11-11 10:28
麥格理髮表報告指,統一(00220.HK)今年第三季純利按年上升3.8%至近6.42億元人民幣,在主要同業季績低迷和投入成本壓力下,該行認爲集團業績表現是優於市場預期。 麥格理引述統一在業績電話會議上指會考慮調整價格,以解決成本問題,及提高派息率回饋股東,該行相信股份的投資價值已經顯現。 該行將統一股份評級由「中性」升至「跑贏大市」,惟調低集團今明兩年盈利預測分別3.3%及3.2%,以反映毛利率假設下降及投入成本壓力,目標價相應由8.5元降至8.2元。
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