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大和:重申中國外運(0598.HK)買入評級 目標價4.15港元
格隆匯 04-29 17:23

大和發表研究報吿指出,俄烏衝突令中國外運(0598.HK)首季電子商務及空運減少,但集團估值低、股息高,將受惠於物流市場復甦,大和已下調中國外運2022-24年度的收入預測3-6%,盈利預測亦隨之微調,重申“買入”評級,目標價維持4.15港元。

中國外運管理層在會上表示,俄烏衝突及內地封城措施,令集團業務受阻,但相信在確保物流穩定政策下,內地物流市場將率先復甦。管理層指,自今年4月起,集團業務開始受到內地疫情升温所影響,對第二季財務表現的實質影響,須視乎疫情何時受控,而俄羅斯受國際制裁,也削弱了中國外運的空運能力。

管理層指,首季集團各項業務收入及盈利均錄得按年增長,目標在東南亞及歐洲物色收購對象,以擴大國際市場供應鏈解決方案,並確保未來盈利能力。

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