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《大行報告》大和升嘉里物流(00636.HK)評級至「買入」 目標價上調至21元
阿思達克 06-23 09:33
大和發表評級報告,引述嘉里物流(00636.HK)管理層表示,由於上海封城、香港防疫抗疫措施和限制、恢復深港兩地跨境通車速度緩慢,以致由年初至今整體市場依然艱難。不過,嘉里物流今年首5個月的利潤率及盈利增長上升走勢仍保持不變。 該行表示,嘉里物流於6月已大致上接手及營運順豐的所有海外業務,而順豐航空總代理收入已自5月起整合到嘉里物流;即使受上海疫情影響,中國客戶和順豐的合併仍正在進行中,管理層料於2023年才能完成全面的財務合併。 該行將嘉里物流在2022年至24年每股盈利預測上調5%,以反映物流需求超出預期,並將其目標價由20元上調至21元,評級亦由「跑贏大市」升至「買入」。(ca/u) ~
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