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《大行》花旗重新覆蓋復星國際(00656.HK) 評級「買入」目標價5.86港元
阿思達克 07-24 10:23
復星國際(00656.HK)今日(24日)平開,最高見5.39元。現報5.31元,升5.78%,創逾九個月高;成交1,531.18萬股,涉資8,069.04萬元。 花旗發表報告指,在暫停評級一段時間後,重新覆蓋復星國際,給予「買入」評級,並通過對預測2026年底每股資產淨值(NAV)應用66%的目標折讓(較歷史均值低出約1個標準差),得出目標價5.86港元。 花旗對復星國際預測作出重大調整,以反映最新經營趨勢及完成出售HAL的影響。該行預計2025財年核心利潤(剔除2024財年與菜鳥相關的51億元人民幣一次性非現金虧損)將按年增長197%至22億元人民幣。該行亦預計復星國際2026財年利潤將按年增長81%,主要受惠於「快樂」業務板塊的盈利復甦,以及集團去槓桿化帶來的財務成本下降。
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