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《大行》美銀證券升中國外運(00598.HK)目標價至5元 重申「買入」評級
阿思達克 08-28 12:09
美銀證券研究報告指,中國外運(00598.HK)上半年核心利潤為14億元人民幣(下同),按年下降22%,達該行全年預測的50%。中期息每股0.145元,按年持平。利潤19億元,按年持平,當中包括4.4億元的C-REIT處置收益。雖然上半年派息率較高,達53.5%,管理層重申將維持穩定派息政策。 該行料出售Loscam股權將在下半年帶來17.93億元收益及44億元的現金流入,從而支持派息。重申對公司港股「買入」評級,目標價由4.3港元升至5港元;重申對其A股(601598.SH)「中性」評級,目標價升8%至5.6元人民幣。
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