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《大行报告》瑞银升嘉里物流(00636.HK)评级至「买入」 目标价上调至21元
阿思达克 08-16 10:48
瑞银发表报告指,嘉里物流(00636.HK)股价已从2021年11月的历史高位下跌36%,市场担心因物流瓶颈压力缓解,运费调整可能拖累盈利。 瑞银认为,嘉里物流12个月预测市盈率为8.6倍,已超额反映运费调整,因此将嘉里物流评级由「中性」升至「买入」,目标价由18.5元上调至21元。 瑞银预计,嘉里物流盈利可能会受与顺丰协同效应支持,综合物流将实现扭亏转盈。
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