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《大行報告》花旗上調易鑫集團(02858.HK)目標價至2.2元 評級「買入」
花旗發表報告指,易鑫集團(02858.HK)2022財年的收入為52億元人民幣(下同),略低於花旗預期,而經調整純利按年增長152%,超過花旗預測2%,主要是受去年毛利率上升,以及銷售費用(S&M)和研發費用下降的推動。期內,交易總數按年增長5%,總融資額增18%,收入增49%。集團首次宣布派息每股1.95港仙,約佔每股盈利的30%,並派發特別股息每股1.3港仙。利潤指引增長20%至30%,中間點較該行預期高出9%。 該行表示,預計今年集團將捉緊機會繼續支持市場份額增長和利潤擴張,將集團2023至24財年的收入預測分別略微下調3%和4%,並各自上調經調整純利7%。該行預期,2023財年的收入按年增長19%至62億元,經調整純利為8.39億元,按年增22%,利潤率為13.5%。該行將目標價由2港元上調至2.2港元,維持「買入」評級。
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