《大行報告》美銀證券上調中國銀河(06881.HK)目標價至4.35元 評級「中性」
美銀證券發表報告指,國企改革為中國銀河(06881.HK)股價帶來進一步上升空間有限,重申「中性」評級。由於市場前景疲軟,削減2024至2025年每股盈利預測,並將估值基礎推展至2024年中,因此將目標價由4.07元升至4.35元。
美銀證券指,中國銀河首季業績穩健,淨利潤按年增長45%。與大多數上市同行相比,它們在去年上半年投資收入下降30%以上,而中國銀河銀河在去年上半年和首三季則錄得12%和60%增長,推動公司在首三季領先於同行的利潤增長。考慮到目前疲軟的市場表現,高基數將對其第三季增長造成壓力。
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