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《大行報告》大和下調利福國際(01212.HK)目標價至6.3元 評級「買入」
阿思達克 03-07 10:36
大和發表報告指,利福國際(01212.HK)去年淨虧損13.05億元,與盈警一致。公司來自中國房地產開發商的投資持有的未實現的FV損失約爲22.8億元。而核心零售業務溢利按年增長7%至約8.57億元。 大和維持對利福國際「買入」評級,但將目標價由7.8元調低至6.3元,基於2022年預測市盈率11倍的不變,對其2022年至2023年每股盈利預測下調15%至26%,以反映香港第五波疫情的影響以及可能延長的復甦之路,料即將推出的消費券會是近期的催化劑,並料本港與內地未來免檢開放可能會成爲拐點。
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