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《大行報告》大摩上調中金公司(03908.HK)目標價至20.8元 評級「增持」
阿思達克 05-16 11:00
摩根士丹利發表報告指,考慮到A股交易額優於預期,但香港市場的股權融資量較低,對中金公司(03908.HK)2023至24財年投行業務收入預測各降5%至6%。鑑於監管機構更關注境內製造業IPO,該行料供股的潛在時間將推遲到2024年,而額外資本的部署延遲,以及由此資本產生的任何潛在回報的延遲,導致該行對其今明兩年利潤預測分別降4.6%和6.7%。 該行表示,由於配股延遲導致股份數量減少,將集團2023及24財年的每股盈測分別上調10%和5%。另外,因為2023財年的股本回報率預測略調高至10.5%,該行將其H股目標價小幅上調6%,由19.71元升至20.8元,評級為「增持」。
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