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花旗:上調中信股份(0267.HK)評級至買入 目標價9.3港元
格隆匯 12-10 12:47

花旗發表研究報吿指,中信股份(0267.HK)的資產淨值折讓在9月初達32%年度最低點,並已擴大至目前的49%。該行仍然認為中信管理層的新發展戰略將推動未來穩健的盈利增長,亦認為該股在現時估值水平下體現其價值。儘管計入了其上市子公司最新市值及該行對商品格的最新預測,但花旗對中信股份明年每股資產淨值預測仍保持於14.7元,維持目標價9.3港元不變,但上調評級至“買入”。

對於中信股份建議分拆中信金屬股份於上海交易所上市,花旗表示,若相關的分拆成功,將釋放價值,並可能縮小中信的資產淨值折讓。在中資銀行中,預計中信銀行將成為收益最大的中資銀行之一,下調中信股份2021年盈利預測2%,但上調2022年至2023年盈測2-6%。

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