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《大行報告》花旗上調上實(00363.HK)目標價至14.5元 評級「買入」
阿思達克 09-01 10:40
花旗發表研究報告,繼續看好上海實業(00363.HK)防守性強,如收費公路及煙草業務為集團帶來長期穩定的現金流。縱然疫情持續,惟集團上半年業績穩固,加上期內獲得收費公路業務入城段收費里程減少的經濟補償,獲現金35.53億元人民幣,本身穩健的資產負債表再度增強。 該行將上實資產淨值由26.55元調高至28.46元,將其目標價由13.5元調高至14.5元,即較資產淨值折讓49%,該行指上實目前股價便宜,現估值較資產淨值折讓57%。
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