《大行報告》瑞銀下調中國中免(01880.HK)目標價至217.6元 評級「買入」
瑞銀發表報告,下調中國中免(01880.HK)今年盈利預測28%,反映第三季業績表現疲弱,及第四季的潛在復甦有壓力。股份目標價由222.2元降至217.6元,評級維持「買入」。
然而,該行認為中免的銷售壓力和毛利率侵蝕為短期問題,對集團的長期前景保持正面看法,相信內地放寬疫情限制或有助推動海南的銷售按季復甦。而集團有採購和產品優勢,中長期內或可保持於亞洲市場領導地位。
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