《大行報告》大和上調中國中免(01880.HK)目標價至275元 評級「買入」
大和發表評級報告指,中國中免(01880.HK)料去年收入按年跌20%至550億元人民幣、經調整後淨利潤按年跌49%至50億元人民幣,均低於該行預期;單計去年第四季,其收入及經調整後淨利潤則分別按年跌17%及73%,惟該行表示,自疫情及防疫措施已停止,相信今年對集團是新開始,而被壓抑的旅行和免稅購買需求具有彈性。
該行表示,將公司去年每股盈測下調27%,惟上調在2023年至24年每股盈測下調3%至4%,並將其目標價由220元上調至275元,維持其評級為「買入」。
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