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《大行報告》花旗升中信股份(00267.HK)評級至「買入」 目標價9.3元
花旗發表研究報告指出,中信股份(00267.HK)於9月初的股價較每股資產淨值折讓32%創年內新低,目前則擴大至49%。該行仍然認爲中信管理層的新發展戰略將?實推進未來的盈利增長,而基於公司目前估值水平,出現投資價值。 該行認爲,中信股份早前建議分拆全資附屬中信金屬於上海證交所上市,如成功分拆,該行料中信將釋放價值,以及收窄每股資產淨值折讓,估計公司2022財年每股資產淨值保持於14.7元不變。另對其2021財年盈利預測下調2%,上調其2022至2023財年盈利預測2%至6%。並將其評級由「中性」上調至「買入」,目標價維持9.3元。
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