研報掘金丨西部證券:維持中金公司“買入”評級,看好市場回暖下盈利能力的改善
西部證券研報指出,24年中金公司(601995.SH)分別實現營收和歸母淨利潤213.33和56.94億元,同比分別-7.2%和-7.5%;24Q4分別實現營收和歸母淨利潤78.84和28.36億元,環比分別+73.7%和+350.1%,費類業務回暖及自營環比增長推動Q4業績大幅增長,公司24年業績修復超預期。Q4費類業務全面回暖,境外投行行業領先。投資業務Q4環比增長,國際業務收入佔比近50%。2024年中金國際實現營收/淨利潤107.5/28.6億港元,佔公司業績比重近50%。公司機構及跨境業務優勢顯著,看好市場回暖下盈利能力的改善。維持“買入”評級。
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