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《大行報告》中金上調復星國際(00656.HK)目標價至9.2元 評級「跑贏行業」
中金發表研究報告指,看好復星國際(00656.HK)透過改善財務狀況及資產負債結構等,減輕了市場對其流動性問題的憂慮,並回歸正常盈利及估值水平。基於集團的流動性問題逐步緩解、主營業務邊際改善,及市場情緒改善,該行看好集團的NAV折價逐漸收窄至57%,目標價9.2元,評級為「跑贏行業」。該行表示,公司當前現金流較為充分地覆蓋短期債務、並為後續負債償還提供緩衝。 該行稱,內地不斷優化調整防疫舉施,消費復甦是大勢所趨,加上促消費、穩地產政策,看好復星國際旗下的豫園股份(600655.SH)、復星旅遊文化(01992.HK)等從前期受疫情壓制的狀態進入業績明顯改善的步伐。
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