《大行報告》匯豐研究降中信股份(00267.HK)評級至「持有」 目標價下調至10.2元
匯豐研究發表報告指,中信股份(00267.HK)去年實現穩定的應佔利潤755億元,按年增7.5%,惟撇除併合中信証券(06030.HK)的單次性收益後,去年公司並無增長。該行指,隨著經濟政策的支持力度加大,相信資本市場及投資收入或會反彈,並為公司金融業務注入動力。
該行表示,將公司今年及明年盈利預測分別降8%及升6%,並將其目標價由10.4元下調至10.2元,將其評級由「買入」降至「持有」,因該行相信今年潛在催化劑如疫後復甦及內地物業市場趨穩已反映於股價,指去年11月至今年3月間該股股價累升31%,升勢或需要「抖抖」。
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