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大行評級|安信國際:維持中糧家佳康“買入”評級 目標價2.43港元
格隆匯 12-27 10:41
安信國際發佈研究報吿稱,生豬產能持續下降,供給端收緊有望在未來令行業走出低谷。當前豬價處於磨底階段,考慮到年底春節期間對豬肉的需求,可能明年一季度,豬價會有所抬升。同時,近期產能加速去化將對股價有所支撐。當前養殖板塊估值低迷,產能迎來拐點,建議逢低佈局。該行維持中糧家佳康“買入”評級,目標價為2.43港元;預期23/24/25年公司剔除生物資產公允價值變動的調整後淨利潤為5.4/11.7/14.2億元,報表口徑淨利潤為-0.43/12.9/14.2億元,對應EPS為0/0.31/0.34元。
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