《大行報告》美銀證券:中國海外(00688.HK)接近完成全年銷售增長目標 評級「買入」估值吸引
美銀證券發表評級報告,中國海外(00688.HK)首九個月收入達1,174億元人民幣,按年跌3%,達致該行全年預測的59%。首三季營運利潤率達19.2%,毛利率則維持22%至23%水平。該行表示,第四季應會是有較多機會的一個季度,而盈利或較易達標,主要是去年減值約28.5億元人民幣。公司早前指引全年盈利達平穩及正增長,整體而言,若全年收入達10%增長,第四季需要達39%的按年增長,惟第四季基數相對輕鬆。該行表示,基於公司接近完成全年銷售增長目標的20%,形容其估值吸引,並維持其目標價為24元,其評級為「買入」。
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