《大行報告》花旗上調海天國際(01882.HK)目標價至28元 評級「買入」
花旗發表報告指,與海天國際(01882.HK)管理層舉行了電話會議。該行對公司去年的盈利預測降低3%,以反映早前疫情反彈對銷售所產生影響,但將今明兩年的盈利預測提高1%至3%,因為汽車、家電和其他房地產相關需求的前景好過預期。
花旗對該股目標價由24元上調至28元,評級「買入」,並仍將該股保留在該行中國工業股首選名單之列。
該行補充,過去十年,中國GDP增長與海天收入增長具高度關聯,考慮海天國內/海外(主要是歐美)銷售比例約為「七比三」,考慮該行預測今年內地GDP增長由去年料3.2%加快至5.6%,報告料海天今年收入將轉升12%,扭轉去年跌23%勢頭,主要反映內地今年GDP加快預期。受惠內地放寬防疫政策,加上歐美衰退風險升溫,管理層料今年國內業務增長將跑贏國際市場。
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