中國中免(01880.HK)曾急彈12% 獲麥格理升目標價至197元
中國中免(01880.HK)公布中績後獲麥格理上調目標價至197元,以反映公司次季業績勝預期。該股扭三連,股價曾由上市低位跌重越10天線(109.4元),最多急彈11.8%至115.9元,現報110.9元,回升6.9%,成交急增至232萬股,涉資2.6億元。
中免業績快報顯示,中期純利按年倒退1.9%報48.65億人民幣人民幣(下同),每股收益1.8678元,總營收按年增近30%至358.58億元。期內,主營業務毛利率較去年下半年提升7.81個百分點,其中第二季毛利率按季提升3.67個百分點。
麥格理指,中免中績快報顯示,公司次季純利及銷售按年升13.8%及38.8%,至分別為17億及150億元均優於該行預期,毛利率按季升3.7個百分點至約32.7%,也勝預期,並料下半年毛利率錄得重大改善,主要是上年基數極低。因此,調高公司今明年兩年盈測9%及5.9%,同時將目標價由187港元上調至197港元,維持「跑贏大市」評級。
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