《大行報告》匯豐研究上調復星國際(00656.HK)目標價至11.5元 評級「買入」
匯豐環球研究發表報告指,隨著內地政府加大對負債民營企業的支持,復星國際(00656.HK)獲得國有銀行120億元人民幣的銀團貸款,預期將會很大程度上紓緩集團資金緊張的局面,並會起到催化劑的作用,重燃市場對集團經營穩定性的信心。該行預計集團今年的流動性和盈利均會隨著債務優化和消費復甦而改善,維持復星國際「買入」評級,目標價由11上調至11.5元。
該行提到,復星早前公布盈利警告,料去年盈利下降不少於80%。不過,該行相信最壞的情況已經過去,因此其旗下公司可把握疫情後的旅遊、零售和醫療需求,料今年應該會錄得強勁的盈利。
匯豐環球研究表示,在削減投資收益並納入最新的外匯預測後,將復星國際2022年的每股盈利預測下調85%至0.24元人民幣,另將今明兩個財年的每股盈利預測分別下調34%及25%,各至1.27及1.58元人民幣。
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