《大行報告》美銀證券降嘉里物流(00636.HK)評級至「中性」 目標價下調至18元
美銀證券發表報告指,雖然繼續對嘉里物流(00636.HK)的長期前景看法積極,但認為集團在最近將泰國業務上市後,今年在國際貨運代理業務上需面對嚴重競爭,缺乏近期催化劑。
該行下調嘉里物流股份評級,由「買入」降至「中性」,目標價亦由18.5元調低至18元,並下調集團今明兩年每股盈利預測8%至9%,其中一半的削減是由於國際貨運代理及綜合物業的經營預測降低。
美銀認為,集團估值合理,相當於今年市盈率17.6倍,雖然較其長期歷史平均16倍有溢價,但較環球同業仍有折讓。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.