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《大行報告》中金下調復星國際(00656.HK)目標價至8.5元 評級「跑贏行業」
中金發表報告,指復星國際(00656.HK)2022年上半年業績差過預期,是由於復星醫藥(02196.HK)和保險業務部持有的金融資產公允價值損失。 該行分別下調復星國際2022年和2023年的盈利預測26%及18%,至95億元和129億元人民幣,目標價相應下調32%至8.5港元,維持評級「跑贏行業」。 該行指,復星國際繼續在投資與撤資之間尋求平衡。上半年,公司減持青島啤酒(00168.HK)及出售美國財產和意外傷害保險公司AmeriTrust。此外,集團計劃在三個月內將其在三元食品的持股比例減至不超過2%。該行認為,公司出售非核心資產對其業務結構的影響有限,有利於優化資本結構,增強財務實力。
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