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《大行報告》匯豐研究下調復星國際(00656.HK)目標價至10.8元 評級「買入」
匯豐研究指,復星國際(00656.HK)去年股價下跌31%,同業則錄得上升,其復星旅遊文化(01992.HK)的旅遊業務正在復甦,不過新一波疫情仍然構成風險。 匯豐研究預計復星國際2021財年業績將受到復星旅遊文化業務量下降和豫園(600655.SH)物業銷售的影響及投資損失;而復星醫藥(02196.HK)在中國大陸的疫苗銷售仍在等待疫苗供應協議。故下調復星2021年、2022年及2023年淨利潤預測分別19%、16%及11%。維持「買入」評級,目標價由13.5元調低至10.8元。
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