《大行報告》匯豐研究下調復星國際(00656.HK)目標價至14.6元 評級「買入」
匯豐研究發表報告表示,復星國際(00656.HK)上半年收益按年下跌8%至630億元人民幣,純利按年跌74%至20億元人民幣,符預期,主因受到復星旅遊文化(01992.HK)上半年錄重大虧損及投資公平值虧損所拖累。
報告補充,復星旅遊文化之海外業務自第二季以來出現復甦,相信其最壞時間已過去,故海外業務進一步復甦將有助於改善復星的市場氣氛;至於復星醫藥(02196.HK)和BioNTech合作向港澳地區供應1,000萬劑mRNA新冠疫苗,將會是復星股價的另一正面因素。該行大致維持復星盈利預測,惟目標價由15.2元降至14.6元,維持「買入」評級。
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