《大行報告》中金下調陸控(LU.US)目標價至1.39美元 上季業績遜預期
中金發表研究報告指,陸控(06623.HK)(LU.US)第三季經營收入錄80.5億元人民幣(下同),按年下跌39%,按季比較亦跌13%,淨利潤則按年跌90%及按季跌87%至1.3億元、低於此前預期,主要由於業務量收縮與撥備減值費用較高。
由於提高撥備率預期上調,以及業務增長預測有所調整,中金將陸金所今明兩年淨利潤預測分別下調13%及64%,分別達到17.9億及15.5億元。
考慮到新業務長遠具備一定增長性,中金將其美股目標價僅降13%至1.39美元,並維持「跑贏行業」評級,預期公司將聚焦資產質量,加快化解風險,並推動業務多元化。
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