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《大行報告》瑞銀下調復星國際(00656.HK)目標價至9.1元 評級「中性」
阿思達克 12-16 10:20
瑞銀發表研究報告,將復星國際(00656.HK)2022財年的每股資產淨值預測下調10%,雖然預期在旅遊和消費需求進一步復甦的推動下,2022年復星盈利將繼續復甦,但隨著全球流動性收緊,加上中國宏觀經濟增長放緩,估計公司的投資和公允價值收益將保持低迷。 該行認為,復星戰略重點落於子公司層面的營運,可推動子公司的價值並支持公司的資產淨值,但在控股公司層面所釋放價值相對平淡,或會導致資產淨值折讓。另預計公司將於2022年持續回購股票,這可能為該股提供一些下行支持。而在缺乏明確的催化劑情況下,將其目標價由13元降至9.1元,維持「中性」評級。
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