《大行报告》汇丰研究上调复星国际(00656.HK)目标价至11.5元 评级「买入」
汇丰环球研究发表报告指,随著内地政府加大对负债民营企业的支持,复星国际(00656.HK)获得国有银行120亿元人民币的银团贷款,预期将会很大程度上纾缓集团资金紧张的局面,并会起到催化剂的作用,重燃市场对集团经营稳定性的信心。该行预计集团今年的流动性和盈利均会随著债务优化和消费复苏而改善,维持复星国际「买入」评级,目标价由11上调至11.5元。
该行提到,复星早前公布盈利警告,料去年盈利下降不少于80%。不过,该行相信最坏的情况已经过去,因此其旗下公司可把握疫情后的旅游、零售和医疗需求,料今年应该会录得强劲的盈利。
汇丰环球研究表示,在削减投资收益并纳入最新的外汇预测后,将复星国际2022年的每股盈利预测下调85%至0.24元人民币,另将今明两个财年的每股盈利预测分别下调34%及25%,各至1.27及1.58元人民币。
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