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《大行報告》高盛上調復星國際(00656.HK)目標價至7.8元 評級「買入」
阿思達克 03-07 15:42
高盛發表研究報告指,復星國際(00656.HK)年初宣布預期去年全年純利將按年下跌逾80%,至最多20億元人民幣,主要是由於疫情導致業務成本增加,以及二級市場投資浮動虧損增加,因此該行亦將2022年淨利潤預測下調78%至19.6億元人民幣,預期財富業務的金融資產公允值虧損較高。計及匯兌因素,並將2023至2024年每股盈利預測下調約4%至5%。 高盛指出,復星的再融資工作進展順利,已從8 家中資銀行手中獲得合共約120億元人民幣的銀團貸款,並有計劃出售4家公司的股權,涉及總代價67億元人民幣,估計公司將可彌補至2025年的資金缺口。 再融資及資產處置等利好消息推動下,復星的股價自去年11月起回升約40%,高盛相應將目標價上調至7.8元,維持「買入」評級。
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