花旗:上調國泰君安國際(1788.HK)目標價至1.7港元 評級升至“買入”
格隆匯1月12日丨花旗1月11日發研報指,香港金融市場在2020年表現韌性,港交所日均成交量在全年持續表現出人意料的向好。該行認為在2020年上半年調整之後,下半年香港經紀商的收入有望恢復。國泰君安國際(1788.HK)於1月7日宣佈其2020財年收益將同比增長超過50%,主要是由“財富管理,金融產品和其他核心業務產生的收入增加,以及因審慎風險而降低的成本管理和有效改善資產質量”。在公司強勁的盈利指引下,花旗將國泰君安2020-23財年的每股收益上調32-47%,其中2020財年每股收益提高47%至0.15港元(或股東應占溢利14億港元),將評級由“中性”上調至“買入”,目標價從1.1港元上調至1.7港元,較1月8日的收盤價約有50%的整體潛在升幅。
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